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PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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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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Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks l...
about 2 years ago in  0 Under Consideration
It's great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...
over 1 year ago in  0 Potential for future consideration
ACH Return notifications should be added to Alerts in AGI instead of limited distribution email delivery
almost 3 years ago in  0 In Development
When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.
over 1 year ago in  0 Potential for future consideration
We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.
over 1 year ago in  0 Potential for future consideration
Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.
over 1 year ago in  0 Potential for future consideration
Deleting documents that are not needed in the To Complete takes too long as you have to delete documents one by one. Would save more time if we can select multiple without having to go into each document.
about 2 years ago in  0 Under Consideration
I want to setup my system to only require signature passwords on check reprints.
9 months ago in  0 Potential for future consideration
Allow quick approval for transfer.
over 3 years ago in  0 Under Consideration
Client would like to be able to view the journals that affect the cash associated with the bank account
over 6 years ago in  0 Potential for future consideration