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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 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.
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    Showing 1837 of 1837
    143 VOTE
    Extending will help reduce the number of times we're logging in - when working on other projects.
    almost 7 years ago in  14 Removed
    Under Invoice History, when drilled down on a vendor there is an Invoice Date and Due Date column but no Payment Date. It would be nice to have a Payment Date column for users that like to use this method to view invoice history so they do not hav...
    20 days ago in  0 Potential for future consideration
    Allow users to print voided checks with the word "VOID" across the front of it for proof that the check was voided.
    about 2 months ago in  0 Potential for future consideration
    Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.
    about 3 years ago in  0 Under Consideration
    As users can save reports by client, those clients saved reports should be made available in Report Automation, when that client is being run on its own. It would also be great to run a group or list of clients, while being able to choose the cust...
    20 days ago in  0 Under Consideration
    Hi, When reviewing current invoices in AgilLink we can see the payment history associated with the invoice. Would it be possible to have the previous GL code displayed in the payment history section as well? This would help streamline our review p...
    4 months ago in  0 Potential for future consideration
    When a conversion rate is requested we should display on the invoice "conversion rate as of date XX/XX/20XX" so users can see when the rate was last pulled and do not need to recalculate again.
    2 months ago in  0 Potential for future consideration
    Users would like the ability to enter a Next Due Date on the recurring invoice template screen. Currently that date has to be generated off the selections made above. It would be extremely helpful if we can set the Next Due Date and then set the r...
    over 1 year ago in  0 Under Consideration
    When matching up charges in an Auto Bank Rec, some of the times the charges are sitting on the Reconciled side but state "No Match". So we have to move those over to the Unreconciled side to be able to match them. If they don't have a match, why w...
    9 months ago in  0 Potential for future consideration
    Under Banking > City National Bank Statements > "Search Images and Transactions" where the bank statements are listed, it would be nice to have our GL descriptions or Bank IDs in a column next to "account #" so we know which account is which.
    over 2 years ago in  1 Under Consideration