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PINNED Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
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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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Users would like to be able to enter an Intercompany Journal with a cash account on an AP invoice without creating an Accrual and Cash entry in the checkbook register. Users would like to record the payable AND the payment in one intercompany jour...
about 4 years ago in  0 Potential for future consideration
The partners are looking for a report for ALL clients showing book and bank balance.
about 4 years ago in  0 Under Consideration
Just wanted to share some feedback/idea on the current reporting module in AgilLink. I find myself wishing there was a ‘Today’s Date’ option in the ‘Choose Date’ dropdown. Also, a ‘Last Month’ option would be potentially a good one which would fil...
about 4 years ago in  0 Potential for future consideration
The aging report needs an invoice due date.
about 4 years ago in  0 Potential for future consideration
The report right now is lacking not very useful unless the due date is included.
about 4 years ago in  0 Potential for future consideration
No description provided
about 4 years ago in  1 Potential for future consideration
Pathstone needs at least 35. Currently on allowed to have 25.
about 4 years ago in  0 Potential for future consideration
Expenses of payroll (salaries & payroll taxes) could be allocated to a department or location to allow for more accurate horizontal reporting of same.
about 4 years ago in  0 Potential for future consideration
When entering a commission and the system sends an email indicating an ACH payment has been initiated have a check box to send the scanned backup
about 4 years ago in  0 Potential for future consideration
The user (Van Lee at Mann, Gelon 10073) would like the ability to print non-negotiables. They want there to be an option in firm setting to do the following as a workflow option: 1. Enter in electronic payment 2. Approve in workflow...
about 4 years ago in  0 Potential for future consideration