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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.
PINNED Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

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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
In legacy, the "aux description" field in the enter chart screen was used to populate the full bank account number so that it would print on the Cash-Inq report. Add this option by utilizing the "addtnl description" field in AgilLink (see attached).
about 5 years ago in  0 Potential for future consideration
The fact that i have to check a deposit slip every time is horrible. Please set it back to an auto deposit slip.
over 3 years ago in  0 Already exists
I was entering an invoice with 50 line items. I got a phone call and when I went back to finish entering, I was timed out and lost all the information!
over 1 year ago in  0 Potential for future consideration
This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.
10 months ago in  0 Potential for future consideration
When running a vendor history, it only shows invoices but it should show every type of payment for that vendor.
over 2 years ago in  2 Under Consideration
When one is revising an invoice that's been rejected due to incorrect information, there should be a button on that screen that you can click that takes you to that vendor file so that you can update information at that time rather than revising t...
over 2 years ago in  0 Under Consideration
When you run the Transaction report with the box checked to exclude vendors with 0 activity, it should not exclude vendors with only edited 1099s. Those vendors that have a Edited 1099 should show up in the report because the point of the report i...
11 months ago in  0 In Development
Add 15 or 30 minute intervals for workflow delegations, instead of the current 1-hour delegation
over 2 years ago in  0 Removed
Ability to Filter by User in tabs such as To Enter: Invoices similar to how it was in legacy Datafaction. This would make it easier for the user to find only the things they or a team member has uploaded.
over 2 years ago in  0 Under Consideration