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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 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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If we have an e-mail address for a vendor we should be able to send them a link that gives them limited access to AgilLink where the only thing they can do is enter W-9 information. That then generates a filled out electronically signed W-9 that i...
almost 2 years ago in  1 Potential for future consideration
Approvers would like the routing and account numbers in the approval screen to stand out more. Could be a bigger font, a different color, etc.
3 months ago in  0 Potential for future consideration
I think it would be helpful to be able to do calculations directly within AgilLink when paying an invoice/booking a deposit. For example: if I'm coding out an invoice with 25 invoices and 5 of them are all say airfare expenses, I would like to be ...
3 months ago in  0 Potential for future consideration
Just a suggestion to include additional information for vendors under "1099 Payments" tab when you go to "Define vendors" and select a vendor to view their profile. For recording purposes - please include the "Federal Tax Classification of the per...
over 1 year ago in  0 Potential for future consideration
If a user makes a comment on an item in their "To View" box the comment is not saved. These comments should be saved so that they can be viewed in the details tab of the transaction.
12 months ago in  0 Potential for future consideration
If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.
9 months ago in  1 Potential for future consideration
When running the AP Open Items reports, rather than running by individual client it would be most helpful if we could run as a client group.
12 months ago in  0 Potential for future consideration
When entering several invoices in a row, it is easy to miss a high priority note since it is on the "details" tab instead of the invoice tab. High priority notes should be saved with or next to the comments.
over 1 year ago in  0 Potential for future consideration
When running ledgers with Monthly Subtotals the report only shows monthly ledger activity totals and not totals for the entire period the ledger is run for. It only shows monthly ledger activity totals and then closing balance for the account.
6 months ago in  0 Potential for future consideration
It would be helpful if we could see time scanned in the inbox instead of just the date.
over 1 year ago in  0 Potential for future consideration