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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 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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Showing 1837 of 1837
As an approver, I like to place invoices (that are pending my approval) on hold. While these invoices are on hold, I don't want them to editable by anyone else, including being deleted. By concern is that someone could edit or delete an invoice th...
almost 7 years ago in  0 Removed
Enhance predictive lookup for GL Accounts to display only one (1) next available/unused option (instead of displaying all available options.) For example, client has only used 1001-000, 1001-001 and 1001-002 The template has 1001-000 through 1001-...
almost 7 years ago in  0 Removed
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...
almost 7 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...
almost 7 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...
almost 7 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.
almost 7 years ago in  0 Already exists
PLEASE ADD AN "ADD IMAGE" BUTTON TO REALATE AN IMAGE TO AN ENTRY WHILE RECORDING IT
almost 7 years ago in  0 Planned
Users would like to be able to override workflow and have a Laser signature print on the check
about 7 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
about 7 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...
about 7 years ago in  0 Removed