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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.

AgilLink

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If an AP invoice uses Detail 1099 coding instead of Global 1099 coding, the resulting check does not include the note "This check is subject to 1099 reporting". This should be fixed so that all 1099 eligible checks are consistent and have the same...
over 6 years ago in  0 Already exists
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 Removed
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 Planned
Users would like to be able to override workflow and have a Laser signature print on the check
over 6 years ago in  1 Removed
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 Removed
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 Removed
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". ...
almost 7 years ago in  0 Removed
If I am setting up an investment bank account in AgilLink, I don't have an routing number or a last check number. These should not be required fields, so I don't have to input fake data to submit the screen.
almost 7 years ago in  0 Removed