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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 Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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Currently, when I create a new image category (System Admin > Manage Categories) and select a Data Type other than "String", I still have the option to pick "List" from Field Type, but then I receive an error that I actually can't pick "List". ...
over 6 years ago in  0 Removed
If I am setting up an investment bank account in AgilLink, I don't have an routing number or a last check number. These should not be required fields, so I don't have to input fake data to submit the screen.
over 6 years ago in  0 Removed
Create a webinar or tutorial with differences between DFX and AgilLink
over 6 years ago in  0 Removed
This feedback came from Andrea at site 10053 (AgilLink). If books are closed to June 2018 and you are pulling Sept statement, you have to select future date. Even though it's not really a future date. Why not just have the option to enter date. S...
over 6 years ago in  0 Removed
Client would like the list to be based on grouping and would like to have the ability to filter group on the home page. EK - right now, the group with the smallest list always pops at the top (on the homepage). This may relate to the UX revamp in ...
almost 7 years ago in  0 Removed
Current Vendor Detail History report shows only the General Ledger information which only includes amounts. The user would like to have the option to also have the transaction details show on the same report to be able to print this report and pre...
almost 7 years ago in  0 Removed
As a system administrator, sometimes I am not sure what effective permissions a user has, either to functions or to clients. I would like to be able to impersonate their user and click around as them, so I can see exactly what levels of access the...
almost 7 years ago in  0 Removed
I don't know what this is but Mike Basilicato @Bader Martin, site 10030, call 277860, requested it.
almost 7 years ago in  0 Removed
This came from Karmela at Site 10053 Winningham Becker & Co. Would like to see images for all deposits made in the To Enter Inbox (deposits). Currently not all deposits create images.
almost 7 years ago in  0 Removed
Here is an idea Datafaction should consider as feature that will encourage money managers to utilize AgilLink. · Introduce a linked CNB credit card, with cash back, in lieu of a pocket checking account for client petty cash activities. Many...
almost 7 years ago in  0 Removed