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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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Showing 1837 of 1837
Is there a way to search through credit card statements? All other uploaded documents can be searched through except for that. The only way I've been able to find is by knowing which bank the credit card is from first and searching through "invoic...
over 3 years ago in  0 Potential for future consideration
Currently if an international wire is failed or cancelled the alert is added to the Alerts tab but there is no info on the invoice except for the status. Can we please add the reason an item was failed or canceled onto the detail tab of the invoic...
over 3 years ago in  0 Under Consideration
There is currently no pen & paper icon available to set up vendors on the fly, when marking a line in a deposit or journal entry with a 1099 code.
over 3 years ago in  0 Potential for future consideration
If you were previously paying all split charges from a specific bank bank account but want to change it, even if you change the bank account on the listed split charges in the Define Credit Card menu, you will still need to manually change each sp...
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 7 years ago in  0 Under Consideration
Instead of users needing to set up each individual SWIFT code with the corresponding banks, is there a possibility for AgilLink to upload SWIFT information from a database (that the bank potentially uses), and have them available in AgilLink for a...
over 3 years ago in  0 Under Consideration
As these are CNB accounts, it would be great to receive the feed to be able to process auto bank recs on these accounts
over 3 years ago in  0 Under Consideration
Have the ability to sort accounts by financial style, GL account or description on the Schedules. Currently only available on Balance Sheet and Income Statement.
over 3 years ago in  0 Potential for future consideration
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...
over 7 years ago in  0 Already exists
we need drop down menus for divisions (among other entry boxes) so that we can see a list of all available options for that entry versus trying to guess what to type to pull up the right choice. Forward slash sometimes pulls up a list, but most of...
over 3 years ago in  0 Under Consideration