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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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PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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See TFS# 118682
about 4 years ago in  0 Potential for future consideration
I submit ideas, but I find them hard to find in the community. We should be able to search specific IDs, and in the cases that they are merged with other IDs, both IDs should be able to manifest search results.
about 4 years ago in  0 Potential for future consideration
Feature change to the Cash Flow report to allow grouping by GL code subcategory. Please see attached.
about 4 years ago in  0 Already exists
Most specifically on the Upload Images page. but probably a lot of other pages as well.
about 4 years ago in  0 Already exists
Joe Pengelley at Gelfand, Rennert & Feldman, LLC would like a column added for user roles, and to allow users to sort.
about 4 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  0 Potential for future consideration
Currently the balance alerts only go out for accounts with daily activity. Octagon is requesting the alerts to be sent out regardless if the account has any activity for that given day
about 4 years ago in  0 Potential for future consideration
Add a menu option with the ability to print/drill down to show all recurring invoices set up for a client. Currently there is not a list of recurring invoices, you have to search through transactions, enter invoices, select "R" on the invoice line...
about 4 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  0 Potential for future consideration
Legacy Gap Users at firm Platinum Financial prefer working with one single large monitor. They want the option to customize the position of the invoice approval & image window in the same monitor as they are approving invoices so that they're ...
about 4 years ago in  0 Potential for future consideration