ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
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.
Share feedback 0 3

All ideas

Showing 1756 of 1756
No description provided
about 4 years ago in  0 Potential for future consideration
Please include an option to print the bank account number in the bank rec header. Easier to identify which account the bank rec is for. And maybe make the print a little bigger to be more readable?
about 4 years ago in  0 Potential for future consideration
When a user reviews a recurring invoice and then it goes through workflow approval it lists that the reviewer 'approved' in the first step. This is very confusing it should say that the user 'reviewed' in the first step.
about 4 years ago in  0 Potential for future consideration
Would like to be able to have a commissionable deposit approved instead of the invoices it creates.
about 4 years ago in  0 Potential for future consideration
We would like to have a field that we can put the payor name into and have it print on the deposit slip. This should maybe be firm setting that you could switch on and then it would just print whatever payor is brought in when processing the deposit.
about 4 years ago in  0 Potential for future consideration
Would be nice to have an option to receive a report generate reminders / reports and e-mail to you when invoices are 30/60/90 days, etc.
about 4 years ago in  0 Potential for future consideration
Allow all deposit types to easily recode commission box as things can be fluent throughout a period. Currently, if you've applied the deposit to an invoice you cannot touch the commission table. It would be nice to not have to unclear everything &...
about 4 years ago in  1 Potential for future consideration
balances dissapear from external user home screen without this role - other system roles may work also just not reported to me.
about 4 years ago in  0 Potential for future consideration
Able to export to excel/pdf search transaction results
about 4 years ago in  0 Potential for future consideration
Able to export to excel/pdf search results
about 4 years ago in  0 Potential for future consideration