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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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Separate User Role for entering deposit tied to A/R invoice
Right now you cannot enter a deposit and tie it to an A/R invoice without having enter invoices under the A/R user role. This should be separated out as some firms will want users to be able to enter invoices and tie them to deposits but not allow...
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A/R Invoice Write Off for Partially Paid Inv
We need the ability to clear out and/or edit a partially paid invoice so it does not appear on further A/R reports. Currently, if any payment has been made towards an invoice you are no longer able to edit that invoice in any capacity without firs...
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Financials Reporting Definitions
On the Income Statement, Balance Sheet, and Schedules the word Template is used which should actually be the word Style (In the Financial Statement Style Section the word is "Style") Calling this a Template causes confusion as it is not a Template...
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