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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...
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PINNED AR Reporting: New Functionality
would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.
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AgilLink

Showing 1813 of 1813
Currently the deposit screen is locked down and cannot be edited.
about 2 years ago in  0 Already exists
Client would like to be able to receive credit card information on a daily basis allowing them to reconcile the credit card more often. Currently we only get the credit card transactions at the end of a statement cycle.
over 6 years ago in  0 Under Consideration
No description provided
about 2 years ago in  0 Removed
Currently this is a required field.
about 2 years ago in  0 Removed
Example: Clients that have several Amex cards. Need to be able to see right away which Amex under "search" I should click on, rather than clicking one by one to get that specific card detail
over 6 years ago in  0 Already exists
we are in New York and when looking at the time something is approved, system reflects California time zone and not New York. For accuracy it would be nice if approvals time follow the time zone of each user (we have 3 different time zones)
over 4 years ago in  0 Already exists
Would make it much easier to balance the bank rec
about 2 years ago in  0 Already exists
Have the ability to add more than 3 lines to the Chart of Accounts GL's, so that users can add more client-specific detail (purchase dates, locations, stock purchases, refinance information, etc.)
about 2 years ago in  0 Removed
I find that summarizing by rollup accounts is insufficient, and that an additional level of summarization is needed at the subcategory level.
about 2 years ago in  0 Removed
need to be able to write off AR for invoices that are partially paid, but won't be paid in full.
about 2 years ago in  0 Already exists