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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.
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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...
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AgilLink

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User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
29 days ago in  0 Under Consideration
When the credit card module memorizes split codings, you have to still click on the scissor icon to review the coding that was memorized to confirm it's accurate. It would be a great addition that on the main page asisde from seeing the coding on ...
about 2 years ago in  3 Under Consideration
Users would like the ability to enter a Next Due Date on the recurring invoice template screen. Currently that date has to be generated off the selections made above. It would be extremely helpful if we can set the Next Due Date and then set the r...
about 1 year ago in  0 Under Consideration
When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.
about 2 months ago in  0 Potential for future consideration
When user pulls historical search it does not display all options but instead just the top 50 or so. This cuts off seeing all their data or searching for specific info. Please add pages to the bottom of Historical Search.
about 2 months ago in  0 Potential for future consideration
it would be amazing to be able to recode an entire block code to another code. for example if i have 30 invoices coded to personal expenses sundry, it would be nice to be able to mass recode all 30 to another code instead of going one by one to ea...
2 months ago in  0 Potential for future consideration
Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.
4 months ago in  0 Potential for future consideration
This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...
10 months ago in  2 Under Consideration
Users would like to setup recurring templates for deposits. Similar to recurring Invoices.
over 4 years ago in  6 Under Consideration
When an invoice fails or is rejected and needs to go back through the workflow, the approval records are wiped. We would like to be able to maintain the history of the approvals even if the item is sent back through the approval process
about 1 month ago in  0 Under Consideration