Pinned ideas

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.

PINNED Desired Check Date for CNS Transfers

Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

AgilLink

Showing 593

2 VOTE

Invoice ID Already Exists

There needs to be more clarity on how and why the error, Invoice ID Already Exists occurs, as there's no indication in AgilLink currently.

9 months ago in 0 Under Consideration

9 VOTE

External Users - Invoice Approvals - Viewing Invoice History

When an external user is approving a payment via the website or app (example: a client or partner), they do not have the ability to see invoice history or averages. This would be very helpful, so that they can see previous payments (example: LADWP...

over 3 years ago in 0 Under Consideration

6 VOTE

Sort by Levels in Approval process

In Invoice approval process we can only sort by GL Codes. it would be helpful if we can also sort by Levels along with GL Codes. In datafaction legacy, divisions were sorted with the account codes, which helped with review process especially with ...

about 2 years ago in 1 Under Consideration

6 VOTE

Email Document under Doc Info & Tools - allow return Key for separate lines

This is what the user would like to see Enhancement request when you use this E-Mail Document to send it does not allow you to create separate lines by hitting the "Enter" Key. in this case, I would like to have 3 separate lines – But it keeps eve...

over 2 years ago in 0 Under Consideration

6 VOTE

Vendor History should show all payments for that vendor regardless of type

When running a vendor history, it only shows invoices but it should show every type of payment for that vendor.

over 2 years ago in 2 Under Consideration

6 VOTE

Be able to update Vendor Info when you are correcting a rejected invoice

When one is revising an invoice that's been rejected due to incorrect information, there should be a button on that screen that you can click that takes you to that vendor file so that you can update information at that time rather than revising t...

over 2 years ago in 0 Under Consideration

1 VOTE

Report Automation - Levels Customization

Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...

5 months ago in 0 Under Consideration

2 VOTE

Allow roles to be assigned from the User Roles screen

Role adding and removal should be possible from the role screen. I’m currently having to go through 130+ user profiles one by one to adjust user roles. Would be WAY easier and time efficient if I could add or remove from the roles screen.

10 months ago in 0 Under Consideration

6 VOTE

Ability to Filter by User

Ability to Filter by User in tabs such as To Enter: Invoices similar to how it was in legacy Datafaction. This would make it easier for the user to find only the things they or a team member has uploaded.

over 2 years ago in 0 Under Consideration

15 VOTE

Include AR invoice number on Deposit Report

The current deposit report does not have a column to include the AR invoice number for payments made against invoices

about 6 years ago in 0 Under Consideration

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