Pinned ideas
View all
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...
All ideas
Sort by:
Trending
Filter by:
Status
Showing 1842 of 1842
1
VOTE
2
VOTE
Changes made to the vendor details via vendor link from invoice screen update right away and not have to close and re-open invoice like the pop up reads
It seems like different fields will update right away but some do not. He does realize that there is a pop up that gives instructions to close and re-open invoice when changes are made to vendor but doesn't want to do that.
0
Potential for future consideration
2
VOTE
3
VOTE
Ability to Perform Search and click on invoice image from search in separate tab
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...
0
Under Consideration
1
VOTE
To Pay Exceptions Should be available at all times and update if the file has arrived or not.
The To Pay Exceptions inbox should always be available. When a user clicks on it, it should let users know if the positive pay file has arrived or not. In business suite, when you clicked on positive pay decisions, it would let users know if the f...
0
Potential for future consideration
2
VOTE
A option to change all client addresses at once
The ability to make changes to all client addresses through a menu without the need to enter each client individually to make the change. For situations where the C/O address needs to be changed and it would be too time consuming to make that chan...
0
Under Consideration
3
VOTE
Automatically recorded deposits auto-associate to Incoming ACH image
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 ...
0
Under Consideration
3
VOTE
Report Formatting - allow for a check box to cap lock everything on reports
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...
0
Potential for future consideration
3
VOTE
2
VOTE