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 1805

1 VOTE

if not implementing an idea, give the reason why.

No description provided

about 4 years ago in 0 Removed

1 VOTE

A/R Invoice Write Off for Partially Paid Inv

We need the ability to clear out and/or edit a partially paid invoice so it does not appear on further A/R reports. Currently, if any payment has been made towards an invoice you are no longer able to edit that invoice in any capacity without firs...

about 4 years ago in 0 Under Consideration

1 VOTE

I'd like to be able to input more than 1 inv # on an inv...doesn't allow any dashes or other "characters"

No description provided

over 4 years ago in 0 Removed

1 VOTE

When billpay item is returned with baicode 399, the user is notified in Agilink so payments are not missed.

No description provided

over 4 years ago in 0 Under Consideration

1 VOTE

00667837 - Please add the ability to add date to individual items on a credit card statement.

No description provided

over 4 years ago in 0 Already exists

1 VOTE

Account Column on Ledger Report

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.

over 4 years ago in 0 Removed

1 VOTE

Ability to Edit Documents From Image Search

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.

over 4 years ago in 0 Already exists

1 VOTE

Add FYI and To Review Workflow to Mobile App for Agilink

Add visibility for FYI and To Review to be visible in the mobile App for Agilink

over 4 years ago in 0 Under Consideration

1 VOTE

noreply@datafaction.com - change to specific user

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...

over 4 years ago in 0 Removed

1 VOTE

Financials Reporting Definitions

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...

over 4 years ago in 0 Under Consideration

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