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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 1809
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
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
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
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
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 ...
about 2 years ago in  1 Under Consideration
users are asking for a feature that was present in legacy where available balances, or Pending Transactions that affect the bank balance but have not been fully applied yet, would show up as a visible balance. AgilLInk does not currently display t...
about 1 year ago in  0 Potential for future consideration
Provide us with a report for status on emailed AR Invoices. We send ar invoices via email in batches, and occasionally only a partial batch is emailed, and the rest fail to send. We have no way of knowing which emails/invoices failed to send
5 months ago in  0 Potential for future consideration
When journal entries are submitted from the To Enter Screen, it would be great if there was an option to print the journal report for that entry right there. We print all individual journal entries after submission, so a button to print it at the ...
5 months ago in  0 Potential for future consideration
Can you add additional method types, such as QFX, OFX, QIF, CSV, so we can upload activity from JPMorgan Chase Bank, Bank of America, Wells Fargo, etc? There is only method type BAI and we're unable to upload activity with this type. This will be ...
over 1 year ago in  0 Removed
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