Pinned ideas

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.

AgilLink

Showing 1756 of 1756

1 VOTE

Reduce time for lockouts in Agiling to a max of 30 minutes

User was locked out over the weekend and had to wait two hours to unlock as they did not want to change their password.

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Add epay account information from the vendor screen as an option to include on the vendor listing report.

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Add option for users to unlock profiles without resetting password or contacting Admin

Case is 00745274

almost 4 years ago in 0 Potential for future consideration

1 VOTE

To have the option to select a journal date for the intercompany split journal on credit cards

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Add the Cash flow report to multi client financials

Add the cash flow report as an option to multi client reporting. Running a combined cash flow report on multi entities simultaneously will create efficiency. Currently, we have to manually create side by side cash flow reports

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Block user from entering Cash Accounts in Journal

A way to block users from entering journal entries to gl cash accounts (0001-0001) and still allows invoices to be paid, deposits to be processed and payments to be entered to that same cash gl account

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Print Documents with Checks

Allow an option to print related or associated image to print with checks

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Ability to sub out a delegate that is in an active delegation rule within the same time period.

Currently it doesn't allow it and error appears

almost 4 years ago in 0 Potential for future consideration

1 VOTE

workflow delegations by client

Even though we have partner & client specific delegation set , we cannot add another delegation for that same partner on another set of clients with a different approver. Not sure why delegations are client specific if it is not allowed but it...

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Bank Rec - Removing Matching Tolerance for Statement Date Range

Should be no Tolerance beyond the date range entered for the matching process

almost 4 years ago in 0 Potential for future consideration