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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 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...
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it would be easier to see the entire description being entered for a backup document and to make sure the key words are there for searches
about 4 years ago in  0 Removed
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about 4 years ago in  0 Removed
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about 4 years ago in  0 Removed
Would like to have option to have the Account repeat on each row in the Ledger report. After implementation it would function the same as the Contra account column.
about 4 years ago in  0 Removed
Currently emails sent from AgilLink comes from noreply@datafaction.com. Can we change this to the user's email on file? For example, an approver enters a comment and selects to notify a specific user. The email is sent from noreply@datafaction.com...
about 4 years ago in  0 Removed
Users are able to create cuustom categories with the same name as shipped categories (Invoices, Credit Cards, etc). The system should not allow custom categories with the same names as what is standardly shipped as categories to upload documents i...
about 4 years ago in  0 Removed
see attached
about 4 years ago in  0 Removed
See TFS# 118682
about 4 years ago in  0 Removed
I submit ideas, but I find them hard to find in the community. We should be able to search specific IDs, and in the cases that they are merged with other IDs, both IDs should be able to manifest search results.
about 4 years ago in  0 Removed
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