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PINNED Increase Character Limit in AgilLink -Int'l Wires
The user sent out an international wire, and it was rejected by the vendor's bank because the full account name wasn't on the wire. The full name is over 34 characters, so it can't be added in AgilLink, so she had the bank initiate the wire transf...
PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

AgilLink

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This can be done in Legacy however because AgilLink tries to create an accrual journal even though it's a cash client causes issues because the books are closed.
over 3 years ago in  1 Potential for future consideration
See highlighted attached. You should add the "Ledger Activity" total for the period of the ledger you are running. Otherwise, to get the total, you have to add up month by month manually. This was a great feature in DFX, especially when calculatin...
over 1 year ago in  0 Already exists
Allow the user to select a start and end date to run a financial statement.
over 3 years ago in  0 Potential for future consideration
When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...
about 5 years ago in  0 Potential for future consideration
Would like the ability to include an attachment to be sent out with emailed / printed AR invoices such as a w9 or remittance information
about 5 years ago in  0 Under Consideration
Ability to Perform Search and click on invoice image from search in separate tab to view coding and review others work. Normal workflow means sometimes partners will look through all payments through a search to see if everything lines up or match...
about 5 years ago in  0 Under Consideration
We noticed that when using pay notifications in Agilink, the notifications are not included the Vendor Account number (referenced below) which is very helpful for vendors to correctly apply payments. Can we please have this information added to pa...
over 3 years ago in  0 Under Consideration
Users are setting up vendors to automatically record a deposit on another client code. When they use payment method ACH to pay these vendors, and incoming ACH image is received in the To Enter inbox for deposits. The users would like these images ...
over 5 years ago in  0 Under Consideration
Some vendor names are not clear as to whether they are an LLC or Corp until we get their W-9. We should have an additional field in the 1099 payments tab where we can add notes on what boxes were checked on the W-9 to help us double check that the...
over 5 years ago in  0 Under Consideration
In the formatting of the P&L and Balance Sheet, the default is however the category and sub-category was structured when uploading the chart of accounts. If there could be a check box to cap-lock everything on the report or toggle case everyth...
over 5 years ago in  0 Potential for future consideration