Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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...
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.

All ideas

Showing 337
Have the cursor automatically position itself on the first line at the end of the text when tabbing to a field with a line of text in it. Currently, when tabbing from line to line of text the cursor automatically positions itself at the beginni...
over 6 years ago in  0 Removed
There are three different styles of the Reporting Year field throughout the 1099 modules. Most of them read "Enter Year" in the middle and have the option to click and open a calendar (see Transactions > Print Forms). The fields in the E-File a...
over 6 years ago in  0 Removed
Ability to define the names of the different payments on how it shows up on the report (cash flow report).
over 6 years ago in  0 Removed
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...
over 6 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-...
over 6 years ago in  0 Removed
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...
over 6 years ago in  0 Removed
If an email address (user, vendor, or otherwise) is typed incorrectly, it will result in users thinking they are sending emails or notifications, but the recipient never receives them. This causes confusion and he said/she said, when it is discove...
over 6 years ago in  0 Removed
Users would like to be able to override workflow and have a Laser signature print on the check
over 6 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
over 6 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...
over 6 years ago in  0 Removed