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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 Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...

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A UI redesign of the Review Statements screen should place split coding on same screen and remove split coding pop ups so that users may view all split info without having to open several pop ups.
over 5 years 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...
almost 2 years ago in  0 Potential for future consideration
Cash Flow does not provide an option for Final transaction account (include the final recode).
almost 3 years ago in  1 Potential for future consideration
On the FYI, we alert for changes, but we do not alert for deletions. Is it possible to have on the FYI’s for Journals, Deposits, and Payments an alert for deletions.
almost 3 years ago in  0 Potential for future consideration
Please allow the fields to be selectable for the Search Images and Transactions. This would allow us to pick which headers appear and which do no, specifically the Description header.
11 months ago in  0 Potential for future consideration
Add the notes to the app for approvals. We use it for recording wire verifications with vendors.
almost 2 years ago in  1 Potential for future consideration
It would be helpful if the image does not disappear when you click on any other menu option. Having the bank statement image opened helps in reconciling the bank account instead of printing and/or saving the document!
almost 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.
almost 3 years ago in  0 Potential for future consideration
Files are scanned as high quality OCR'd images in color. We have numerous documents/credit card statements that are larger than 50MB.
12 months ago in  0 Potential for future consideration
I need the ability to enter A/P invoices for clients and needs to set up a "no workflow required" rule to apply to manual checks payment method. These clients use workflow for all other payments as well. Currently, users can setup Manual Check pay...
12 months ago in  0 Potential for future consideration