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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.

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Showing 556
Would be nice to have an option to receive a report generate reminders / reports and e-mail to you when invoices are 30/60/90 days, etc.
over 4 years ago in  0 Potential for future consideration
Allow all deposit types to easily recode commission box as things can be fluent throughout a period. Currently, if you've applied the deposit to an invoice you cannot touch the commission table. It would be nice to not have to unclear everything &...
over 4 years ago in  1 Potential for future consideration
Able to export to excel/pdf search results
over 4 years ago in  0 Potential for future consideration
The aging report needs an invoice due date.
over 4 years ago in  0 Potential for future consideration
User's can easily make a mistake when entering a date. They should have the option to correct the date if they did. (See SF case 536893 for more info)
over 4 years ago in  0 Potential for future consideration
user wants restrictions in place so if exchange rate needs to be updated, then don't allow wire to be edited/sent.
almost 5 years ago in  0 Potential for future consideration
When entering transactions with images, if you reach the last image at bottom of the inbox and there are images still in the inbox AgilLink doesn't flip back to the top of the inbox so that you can continue. Additionally you cannot click into the ...
about 5 years ago in  0 Potential for future consideration
Give firms the ability to bypass Review workflow for Recurring Invoices based on attached image replacement matrix
about 5 years ago in  0 Potential for future consideration
I tried changing the dollar amount on an invoice (in the pay section, not the associate section). I wanted to make a partial payment. I am told I cannot make a partial payment on an invoice in a closed period.
about 5 years ago in  0 Potential for future consideration
FBMM would like the journal report to have the option to choose legal size
over 5 years ago in  0 Potential for future consideration