Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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.
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...

All ideas

Showing 1756 of 1756
Too many clicks involved in replacing image for recurring invoice. Would like the new image to display the whole time during replacement, not go away then come back.
over 6 years ago in  0 Under Consideration
When an e-deposit is completed it should trigger an incoming deposit notification in agillink with images of the checks that were deposited.
about 1 year ago in  1 Potential for future consideration
I have 2 questions in AgilLink Is there a way to sort by GL codes or descriptions or amounts while I am processing the credit cards through AP invoice? (in pink attached) Is there a way to widen the columns so that I can see more of the descriptio...
over 1 year ago in  0 Already exists
Some banks have different routing numbers for ACH and Wire payments. If both are already entered, you can then choose ACH or Wire payment when paying an invoice. Sometimes its necessary to change the type of payment you need to send.
about 1 year ago in  0 Potential for future consideration
Ability to Filter by User in tabs such as To Enter: Invoices similar to how it was in legacy Datafaction. This would make it easier for the user to find only the things they or a team member has uploaded.
about 2 years ago in  0 Under Consideration
Because when you finish setting something up you naturally end on the right side of the page and automatically want to hit the submit button which should naturally be beneath where you finish. However, the reset button is there and the submit is o...
over 5 years ago in  1 Potential for future consideration
Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...
4 months ago in  0 Potential for future consideration
When uploading a pdf can we have the bookmarks also imported (Similar to what DF currently offers)
9 months ago in  0 Under Consideration
For a label who prepares royalties and has a division for each album
about 1 year ago in  0 Potential for future consideration
Could we separate the notifications for Review, Approve & Release for internal users? I am listed on all three and I would get a LOT of emails. I actually turned it back off because I got so many. I would like to only get one category.
over 1 year ago in  0 Potential for future consideration