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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

Showing 1814 of 1814
When I export a TB to PDF, each account number in the GL Account column becomes an embedded hyperlink. When I export a GL to PDF or Excel, each item in the "Ref No" column becomes an embedded hyperlink. None of these links work - they just produce...
9 months ago in  0 Potential for future 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...
almost 6 years ago in  1 Removed
Currently, we aren't able to have intercompany transactions set up for recurring invoice templates. This would be a helpful tool to have so that every time a recurring invoice pops up that needs an intercompany transaction, we wouldn't need to go ...
over 2 years ago in  0 Already exists
When an external user is approving a payment via the website or app (example: a client or partner), they do not have the ability to see invoice history or averages. This would be very helpful, so that they can see previous payments (example: LADWP...
over 3 years ago in  0 Under Consideration
When a credit card payment is voided all of the transactions from the original entry are cancelled out by making another journal entry offsetting all of the original entries. When the credit card is paid again all of the entries are again entered ...
5 months ago in  0 Potential for future consideration
Zelle is becoming a bigger part of transactions for our clients. We would like Agillink to consider adding Zelle as a feature. Currently we must send a live check when someone is asking for a Zelle payment. Clients want us to bring this feature on...
9 months ago in  0 Potential for future consideration
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9 months ago in  0 Potential for future consideration
There needs to be more clarity on how and why the error, Invoice ID Already Exists occurs, as there's no indication in AgilLink currently.
9 months ago in  0 Under Consideration
In Invoice approval process we can only sort by GL Codes. it would be helpful if we can also sort by Levels along with GL Codes. In datafaction legacy, divisions were sorted with the account codes, which helped with review process especially with ...
over 2 years ago in  1 Under Consideration
This is what the user would like to see Enhancement request when you use this E-Mail Document to send it does not allow you to create separate lines by hitting the "Enter" Key. in this case, I would like to have 3 separate lines – But it keeps eve...
over 2 years ago in  0 Under Consideration