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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 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.

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Showing 1756 of 1756
Sometimes my inbox is very large. If I try to view an inbox while there are many items, it tries to show me ALL the items in the inbox. This is very slow and sometimes times out. I'd like to only see the most recent 100 items based on a date range...
over 6 years ago in  0 Potential for future consideration
Commissions structures can be very complicated. The ID field only allows 20 characters to store information. This is not enough for users to know which to select. If a larger notes field were added with ~100 characters, additional details could be...
over 6 years ago in  0 Potential for future consideration
Users will have an option to search journals saved out of balance (Error Saved). This will allow them to find unfinished journals and complete them.
over 6 years ago in  0 Already exists
PLEASE ADD AN "ADD IMAGE" BUTTON TO REALATE AN IMAGE TO AN ENTRY WHILE RECORDING IT
over 6 years ago in  0 Potential for future consideration
If an email address (user, vendor, or otherwise) is typed incorrectly, it will result in users thinking they are sending emails or notifications, but the recipient never receives them. This causes confusion and he said/she said, when it is discove...
over 6 years ago in  0 Potential for future consideration
Admins would like to be able override workflow and send electronic payments (ACH, Wire, Int'l Wire)
over 6 years ago in  1 Potential for future consideration
Users would like to be able to override workflow and have a Laser signature print on the check
over 6 years ago in  1 Potential for future consideration
Users who are Optional on many different workflows would like to be able to hide items to reduce the size of their inbox
over 6 years ago in  1 Potential for future consideration
There should be a SWIFT code and IBAN fields in the bank definition. This would allow Datafaction clients who have foreign bank accounts for their clients to place SWIFT codes and IBANs in the bank definition for when they need it. Currently there...
over 6 years ago in  0 Potential for future consideration
Currently, when I create a new image category (System Admin > Manage Categories) and select a Data Type other than "String", I still have the option to pick "List" from Field Type, but then I receive an error that I actually can't pick "List". ...
over 6 years ago in  0 Potential for future consideration