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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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Gap from Legacy in that before if you entered a transaction amount that had no cents you did not need to enter a decimal you could just enter 123 and the system would know it was $123.00. This is another gap from Legacy that they have run into tha...
over 3 years ago in  0 Potential for future consideration
Right now all screens in AgilLink populate the current date when entering a transaction but in Legacy if you changed the date to a different date it would retain that date for the next transaction. It takes them a lot of time to change the date fo...
over 3 years ago in  0 Already exists
No description provided
over 3 years ago in  0 Potential for future consideration
ability to send email invoice directly in the system with a REPLY to the contact person @ company. (like quickbooks) Right now when you use the email function from agillink, it sends from the noreply datafaction email & doesn't cc or give the ...
over 3 years ago in  0 Under Consideration
Currently in the biller info, you can only add an email address. Would be good to have a contact name so that if anyone has questions or has to call, they can have a person to ask for. Sometimes that isn't clear with just an email address.
over 3 years ago in  0 Under Consideration
To have a reference line or general subject line for invoices. This would help to identify general topic where applicable to the invoice. Internal & external benefits.
over 3 years ago in  0 Under Consideration
No description provided
over 3 years ago in  0 Under Consideration
Currently, if Client A is making payment on vendor Client B's A/R invoice by book transfer and Client B's deposit is being automatically being recorded, the payment is not being applied to the invoice. We have to make a separate deposit entry on C...
over 3 years ago in  0 Potential for future consideration
No description provided
over 3 years ago in  0 Potential for future consideration
Requires that the full 9-digit Tax ID has been entered in the vendor screen. Any more or less will cause issues down the road with issuing the 1099's.
over 3 years ago in  0 Potential for future consideration