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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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I want to setup my system to only require signature passwords on check reprints.
about 1 year ago in  0 Potential for future consideration
Logged on behalf of Andrea Bacon from Ground Control. Currently only those incoming ACH/Wires that have certain BAI codes display an image in the to enter deposits inbox. Firm would like to see images for all incoming deposits (especially transfer...
about 2 years ago in  0 Potential for future consideration
We don't curently have a way to deposit a check paid in foreign currency such as Canadian funds.
about 3 years ago in  0 Potential for future consideration
We pay credit cards that have about 100+ lines which we code per user with the same code. For example user 1 is coded to gift - daughter A, user 2 is gift - daughter B. It would save us time if we can populate the excel file with the codes already...
about 1 year ago in  0 Potential for future consideration
Add the ability to login to the mobile app using Face ID
about 2 years ago in  0 Potential for future consideration
Default coding should allow for default descriptions per GL as well as GL specific 1099 coding
about 2 years ago in  0 Potential for future consideration
Adding a run & save feature on this page would save a lot of time, in the case that customized reports need to be run on a regular basis for different customers.
about 2 years ago in  0 Potential for future consideration
We would like for Scan Only users to have the ability to Search and View items in AgilLink.
about 1 year ago in  0 Potential for future consideration
When you go to the Reporting->Cashflow Reports menu, it will list all the bank accounts for a client. Without checking each account manually, there is no way to know which accounts are inactive or active. We could have a column that just says a...
about 2 years ago in  0 Potential for future consideration
Add the notes to the app for approvals. We use it for recording wire verifications with vendors.
about 2 years ago in  1 Potential for future consideration