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PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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.

AgilLink

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Give admins a setting so they can disallow users from setting up online banking email notifications to an alternate email address
about 5 years ago in  0 Potential for future consideration
SINGLE SIGN ON CAPABILITY INTEGRATION to the firm's windows network
about 5 years ago in  0 Potential for future consideration
In legacy, two laser signatures were allowed to print on a check and it only required one approver. In AgilLink the behavior is different: only one approver per laser signature is allowed. The clients for the trial period do require 2 laser signat...
about 5 years ago in  0 Already exists
This is a security issue of high concern - Users can continually reprint the same check until the pop-up window is closed. In Legacy, only DF Admins are allowed to reprint checks.
about 5 years ago in  0 Potential for future consideration
This will allow more flexibility between teams wanting ultra-summarized vs. those who don't
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If a bank account definitions contains a RECON.BANK token that does not exist in the DFT.BR,BANKS file * and * where the subroutine is not BR.SUB.IMPORT.CNB
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If a MDS,CLIENT_XXX,BANK-DEF,BANK-DEF file cannot be opened
about 5 years ago in  0 Potential for future consideration
You should be able to inactivate a user with a future date. If I know an employee is going to be leaving my firm I should be able to prepare for that by going in and placing a future inactive date on that user.
about 5 years ago in  0 Potential for future consideration
Users prefer to have the same format for letters as the last import. The Direct Deposit and Tax impound float default to Mixed cap ("Tax Impound") in the description. If the Client uses all caps, they would like this to update to their preference ...
about 5 years ago in  0 Under Consideration
In AgilLink we use levels not divisions but yet when you go to run the trial balance report it says divisions. We should clean up this nomenclature and stay consistent throughout AgilLink.
about 5 years ago in  0 Under Consideration