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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

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Related documents should show the Description of the related document, like it does in Imaging.
almost 5 years ago in  0 Under Consideration
AR Invoices are not a default category in Search Images & Transactions. Please add category so that AR invoices can be searched without going into Enter AR Invoices.
about 1 year ago in  0 Under Consideration
To receive email notifications in the AP Approval process when anyone in the Approval chain leaves a comment. This is helpful when a client adds a note to an invoice. There is currently no alert to notify anyone if a comment has been added.
almost 2 years ago in  0 Potential for future consideration
Would be nice to be able to set this on the client level as different desks work differently within the same firm. This preference is wildly different from one desk to another. It's a hinderance to turn if off on desks that don't reconcile frequen...
5 months ago in  0 Under Consideration
Would like the ability to have repetitive invoices that fall on a weekend, generate the Friday before instead.
about 2 years ago in  0 Potential for future consideration
When searching, it currently defaults to oldest first. We are far more likely to be searching for something recent than the first few things ever entered into Agillink. This adds extra difficulty when there are more than 1000 lines of results, sin...
over 3 years ago in  0 Under Consideration
Can the excel upload for multiple deposits have the capability of doing a reclass instead of booking it as a new deposit?
10 months ago in  0 Potential for future consideration
As email has gone away as a validation method for 2fa we need to make sure that either Token or Mobile is required before a user can be submitted and email is set to non-required.
5 months ago in  0 Under Consideration
WHEN PROCESSING A CREDIT CARD THAT IS SPLIT BETWEEN DIFFERENT ENTITIES, THE NOTES FROM ORIGINAL SHOULD DUPLICATE AS WELL ONCE CREDIT CARD IS PROCESSED AND SPLIT
over 4 years ago in  0 Under Consideration
No description provided
over 3 years ago in  1 Potential for future consideration