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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 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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Showing 1809 of 1809
Limit a users role to recode journal entries, similar to that of recoding paid invoices.
over 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
over 5 years ago in  0 Removed
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
over 5 years ago in  0 Removed
FBMM would like the journal report to have the option to choose legal size
over 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...
over 5 years ago in  0 Already exists
"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.
over 5 years ago in  0 Removed
Give admins a setting so they can disallow users from setting up online banking email notifications to an alternate email address
over 5 years ago in  0 Removed
SINGLE SIGN ON CAPABILITY INTEGRATION to the firm's windows network
over 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...
over 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.
over 5 years ago in  0 Removed