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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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Go to a "To Enter" inbox and click on a document. You will be directed to the transaction entry screen. Notice the inbox navigation at the top, with "Enter [transaction type], a count, and a next and previous button. Go to the details tab and clic...
about 3 years ago in  0 Shipped
Currently, "search terms" are only present when selecting "Advanced Search". Clients would like "search terms" to be present when searching categories so they can easily search for key words. This would help when creating document relationships an...
about 3 years ago in  0 Shipped
If you accidentally choose the wrong template when creating a client and click "submit" being able to change the template at that moment would be very helpful. It should be allowed to be changed as long as there are no banks, transactions or other...
over 6 years ago in  1 Shipped
Update the client filter on inboxes to only display the actual clients with items to review, approve, release ect. Right now it includes the entire client list a user has access to vs. the clients that actually are pertinent.
about 3 years ago in  0 Shipped
If a user role has Search and View the user should be able to view images tied to invoice while the details screen is left greyed out or blank.
about 3 years ago in  0 Shipped
We would like to create a bank account upload feature to streamline on boarding for new clients. This will be helpful for clients who have 50-100 accounts with CNB.
over 6 years ago in  0 Shipped
In the "Define Credit Cards" screen, if you check off "Use Vendor Description on Invoice," the description from the vendor does not carry over to the "Review Statements" screen.
about 3 years ago in  0 Shipped
Bring in the financial statement styles with transferred clients, instead of having to set up new styles for those templates, in order for the new firm to run the financial statements.
about 3 years ago in  0 Shipped
Can keep running total of debit,credit and net amount
over 6 years ago in  1 Shipped
DFX had the option but AgilLink does not and I need a page break on the balance sheet report following Total Assets so 'liabilities and equity' sections start a new page
over 3 years ago in  0 Shipped