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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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It would be useful to have the following banks as options to choose in the "Import Statements" menu: Pinnacle Bank Studio Bank
11 months ago in  0 Potential for future consideration
Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recur...
about 2 months ago in  0 Under Consideration
When transactions are accidently entered under the wrong client and/or bank account, there is no easy way (unless I missed it) to delete in bulk.
2 months ago in  1 Potential for future consideration
Allowing preset Intercompany transactions to be set on recurring invoices.
about 4 years ago in  0 Under Consideration
When enabled at the user level, AgilLink Online Banking Notifications can currently send out banking alerts to users for anything that is "Action Required," which include EASI transactions that fail, are pending or rejected. With regards to the ne...
24 days ago in  0 Under Consideration
Ability to Lock a default financial statement style so that others cannot edit
about 2 months ago in  1 Potential for future consideration
Please reduce the number of clicks required to close a period. It's too much, and I don't think a warning and confirmation prompt are necessary.
3 months ago in  0 Under Consideration
There should be an option under Reporting to reprint bank rec reports instead of going through the entire process of reconciling again.
3 months ago in  1 Potential for future consideration
Would like feature to choose a financial template style for Multiclient financials and also to choose a date range like for quarters.
5 months ago in  0 Potential for future consideration
It would be nice to be able to upload form 1098 and forms 1042s to the IRS FIRE system using Agillink data of payments (for 1042s reporting) and receipts (for 1098). Having to go to a 3rd party form producer is cumbersome and error prone. It seems...
5 months ago in  2 Potential for future consideration