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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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over 4 years ago in  0 Already exists
Currently the balance alerts only go out for accounts with daily activity. Octagon is requesting the alerts to be sent out regardless if the account has any activity for that given day
over 4 years ago in  0 Already exists
Add a menu option with the ability to print/drill down to show all recurring invoices set up for a client. Currently there is not a list of recurring invoices, you have to search through transactions, enter invoices, select "R" on the invoice line...
over 4 years ago in  0 Already exists
Add a user role column to the user role advance search results grid
over 4 years ago in  0 Already exists
Logged by Asher. See TFS# 122744
over 4 years ago in  0 Already exists
Please include an option to print the bank account number in the bank rec header. Easier to identify which account the bank rec is for. And maybe make the print a little bigger to be more readable?
over 4 years ago in  0 Already exists
balances dissapear from external user home screen without this role - other system roles may work also just not reported to me.
over 4 years ago in  0 Already exists
Users would like to be able to enter an Intercompany Journal with a cash account on an AP invoice without creating an Accrual and Cash entry in the checkbook register. Users would like to record the payable AND the payment in one intercompany jour...
over 4 years ago in  0 Already exists
No description provided
over 4 years ago in  1 Already exists
Pathstone needs at least 35. Currently on allowed to have 25.
over 4 years ago in  0 Already exists