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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 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.

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When you are in the To Enter Invoices inbox and you submit an invoice it removes that item from the to enter inbox. If you were to then hit the previous button it would not take you back to the invoice you just submitted. In legacy you are able to...
over 3 years ago in  0 Potential for future consideration
Account for line breaks in the disclaimer
over 3 years ago in  0 Already exists
If we setup a user role without he ability to pay invoices they should not be able to see the To Pay inbox. In general the boxes should not appear at all if the user can take no action on the items within.
over 3 years ago in  0 Potential for future consideration
Example: If backup was scanned in before a copy of a check, and the the user wishes for the check to be shown first, they could switch up the order of the pages within a particular document.
over 3 years ago in  0 Potential for future consideration
to view items disappear from all inboxes when one user views an item. The item should remain in all inboxes until the individual viewers clear it from their own inboxes
over 3 years ago in  0 Under Consideration
When you login and try to upload images (or go to a specific tab), and a client has not yet been chosen, an error comes up stating that "You are not authorized to access this function." It would be great if the error could be removed (as it is con...
over 3 years ago in  0 Under Consideration
In Search Imaging & Transactions, i would like a filter to ONLY show transactions WITH images. I can't email or print transactions without images, so having to manually check all then uncheck the ones without images is very tedious.
over 6 years ago in  0 Under Consideration
In AgilLink blank checks and computer checks should have a different set of check numbers as they do in the other Datafaction systems
over 3 years ago in  0 Potential for future consideration
You don't have to be in a particular client to approve AP, you should just be able to approve from your home dashboard.
over 3 years ago in  1 In Development
Demonstrated in Define Vendors. When a user "tabs" over from zip code box and is selecting the country by typing the first letter, in the country selection box, pressing "U" to first instance of "United State" the actual selection is not United St...
almost 7 years ago in  0 Potential for future consideration