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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.
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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...
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AgilLink

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almost 4 years ago in  0 Potential for future consideration
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almost 4 years ago in  0 Under Consideration
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about 4 years ago in  0 Potential for future consideration
Would like to have option to have the Account repeat on each row in the Ledger report. After implementation it would function the same as the Contra account column.
about 4 years ago in  0 Potential for future consideration
GRF uses a Bank Rec custom category to review bank recs for Month End. They would like to edit the category fields directly from the search results screens.
about 4 years ago in  0 Potential for future consideration
Add visibility for FYI and To Review to be visible in the mobile App for Agilink
about 4 years ago in  0 Under Consideration
Currently emails sent from AgilLink comes from noreply@datafaction.com. Can we change this to the user's email on file? For example, an approver enters a comment and selects to notify a specific user. The email is sent from noreply@datafaction.com...
about 4 years ago in  0 Potential for future consideration
On the Income Statement, Balance Sheet, and Schedules the word Template is used which should actually be the word Style (In the Financial Statement Style Section the word is "Style") Calling this a Template causes confusion as it is not a Template...
about 4 years ago in  0 Under Consideration
Users are able to create cuustom categories with the same name as shipped categories (Invoices, Credit Cards, etc). The system should not allow custom categories with the same names as what is standardly shipped as categories to upload documents i...
about 4 years ago in  0 Potential for future consideration
see attached
about 4 years ago in  0 Potential for future consideration