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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...
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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Current & Prior Year earnings accounts in AgilLiink cannot be divisional. Return an error if a client has this condition.
almost 5 years ago in  0 Potential for future consideration
In both Datafaction and Imaging, a user can search by any check number, even if the number is preceeded by a "W" for any transactions booked via the auto-debit payment method. In AgilLink, the search function does not work if you search for a chec...
almost 5 years ago in  0 Under Consideration
Add the last closed date to the same line as the Client name on the main page. When there are multiple clients on the home page, it would be nice to see the last closed date for each client entity as opposed to just the one that is listed in the s...
almost 5 years ago in  0 Potential for future consideration
Currently you can set up a role for a user "View" a journal entry but the View does not work if a user does not have the ability to create a journal entry. The Image linked to the journal entry is in a tab that the View Only useer does not have ac...
almost 5 years ago in  0 Under Consideration
Limit a users role to recode journal entries, similar to that of recoding paid invoices.
almost 5 years ago in  0 Under Consideration
Validation: Add warning if IBAN exists but Int'l Wire Pmt Method is missing on a vendor, e.g, IBAN found but no WTI Pmt Method. IBAN will not be extracted
almost 5 years ago in  0 Potential for future consideration
Validation: Add warning if SWIFT exists but Int'l Wire Pmt Method is missing on a vendor, e.g, SWIFT found but no WTI Pmt Method. SWIFT will not be extracted
almost 5 years ago in  0 Potential for future consideration
FBMM would like the journal report to have the option to choose legal size
about 5 years ago in  0 Potential for future consideration
The "Submit Feedback" option isn't appearing in the menu on all pages. You can find it on the Home Page, and the Entitlements screen, but it doesn't appear on the Ledger Report, or the Income Statement screens. Without a consistent menu, users may...
about 5 years ago in  0 Potential for future consideration
"Define Templates" has lost context in the new "Banking" menu, and it could be easily misinterpreted for new users. I suggest that it reads "Define Transfer Templates" or something similar.
about 5 years ago in  0 Potential for future consideration