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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.
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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When uploading and categorizing a new image, the Client dropdown menu is now sorted by client code, instead of alphabetically by client name. Would love to have this switched back for ease of use
over 3 years ago in  0 Already exists
Workflow on occasion has a line that is blank how can we identify the user that might not have rights?
over 3 years ago in  0 Under Consideration
Editing journal entries that are already “viewed” doesn’t reset the view/fyi process. Defeats the purpose of reviewing things if they can just be changed at any time.
over 3 years ago in  0 Potential for future consideration
Can we go back to the Client Name sorting with the new Multiple Upload page. We used to be able to type the client's name to quickly pull them up but now that feature has been switched to starting with the Client Number. Alternatively, allowing th...
over 3 years ago in  0 Already exists
Will you please be so kind as to set up the Image Upload Page from Home AgilLink the way it was before? It was much faster and now it is taking so long without taking into consideration that the whole program is slow.
over 3 years ago in  0 Already exists
There's an option to add website information when defining a vendor, but you can't easily access it when preparing an invoice. It's currently not worth using when you have to stop preparing and go into "Define Vendors" just to see it
over 3 years ago in  0 Removed
It would be great to be able to sort by check number. This would save a lot of time when clearing checks (or making them outstanding) for standard bank recs, when they are originally shown as out of order (currently sorts by date only)
over 3 years ago in  0 Already exists
Since most of the bank accounts we use are CNB accounts, it saves time.
over 3 years ago in  0 Under Consideration
Could we enable to review approvals on the app for internal users Account Managers?
over 3 years ago in  0 Already exists
Workflow – can we get the ability to search with wildcards on template option ie (GS-]) for searching.
over 3 years ago in  0 Already exists