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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...
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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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LEGACY HAD A DUE DATE FIELD ON GL ACCOUNT. IN AGILLINK WE HAVE TO EMBED WITHIN GL DESCRIPTION. IT WOULD BE HELPFUL IF WE COULD PREFIX OUR DESCRIPTION WITH DUE DATE AND SORT BY DUE DATE.
almost 2 years ago in  0 Potential for future consideration
I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...
12 months ago in  0 Potential for future consideration
Allow us to delete items in "To Pay" without having to click in it and then click delete. Let us check off one or multiple entries and click "Delete All" from the list view of "To Pay."
almost 2 years ago in  0 Potential for future consideration
Logged on behalf of Andrea Bacon from Ground Control. Currently only those incoming ACH/Wires that have certain BAI codes display an image in the to enter deposits inbox. Firm would like to see images for all incoming deposits (especially transfer...
almost 2 years ago in  0 Potential for future consideration
Add the ability to login to the mobile app using Face ID
almost 2 years ago in  0 Potential for future consideration
Default coding should allow for default descriptions per GL as well as GL specific 1099 coding
almost 2 years ago in  0 Potential for future consideration
Adding a run & save feature on this page would save a lot of time, in the case that customized reports need to be run on a regular basis for different customers.
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
Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...
12 months ago in  0 Potential for future consideration