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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.
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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...
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AgilLink

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Add the header row: Client Code FileName ItemID Attr AttrDesc ErrType ErrCode ErrDesc AuxInfo AttrValue to the validation error results page so the spreadsheet is more readable.
about 6 years ago in  0 Potential for future consideration
client has a set of books in USD, EUR and GBP. There's a feature in legacy to consolidate the books into a parent and use an exchange rate for the EUR and GBP books to get them into USD on the parent. Would like the same functionality in AgilLink
about 6 years ago in  0 Potential for future consideration
When assigning categories to uploaded documents, it should take you back to the following document # and not just leave you in the filed entry screen. Having to now go back to the main and search the point where you left off
about 6 years ago in  0 Potential for future consideration
as an admin you are receiving emails for ALL clients.
about 6 years ago in  0 Potential for future consideration
To remove unwanted/unneeded backup documentation that may have been added by mistake
about 6 years ago in  0 Potential for future consideration
https://gusto.com/
about 6 years ago in  0 Potential for future consideration
https://tallie.com/
about 6 years ago in  0 Potential for future consideration
The ability to whitelist/blacklist IP addresses exists in AgilLInk. Make the page to enter that information available to an administrator or user with the proper role.
about 6 years ago in  1 Potential for future consideration
We need an option to accommodate the scenario: from 0 - 30K Mary's signature prints. Greater than 30K John's signature print. This is irrespective to who approves.
over 6 years ago in  0 Potential for future consideration
On the multiple document upload screen if there is a way to enable me to drop documents into the "existing batch" list from the saved drive rather than using browse and upload buttons. This would prevent me from having the extra step of uploading ...
over 6 years ago in  0 Potential for future consideration