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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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When recording check payments from non-CNB banks (pocket checks that the clients wrote, outside of Agillink), the system currently requires that you select a bank account for each check, so if you're recording a month's worth of payments, you're s...
4 months ago in  0 Potential for future consideration
Currently, the pending transactions and transaction alerts are ALWAYS highlights orange and red. Making it desensitize us to when there are numbers in those alerts, since they are always highlighted red and orange, even at zero. Can these be unhig...
4 months ago in  0 Potential for future consideration
Since we mostly review on the Details tab, if there was a number for each line on this tab and we switch to the Invoice tab, we can easily locate the line to make the necessary change.
3 months ago in  0 Potential for future consideration
When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.
4 months ago in  0 Potential for future consideration
When user pulls historical search it does not display all options but instead just the top 50 or so. This cuts off seeing all their data or searching for specific info. Please add pages to the bottom of Historical Search.
4 months ago in  0 Potential for future consideration
It would be awesome if we could click to run a quick last 12-month GL activity report while viewing a GL code, either while in a transaction or while in COA. For example, while coding out a credit card bill, if we're unsure how we've coded a certa...
about 1 year ago in  0 Potential for future consideration
Currently if a transaction is future dated the funds are withdrawn immediately and then paid to the recipient on the requested date. Users would like the ability to schedule releases/payments for future dates but not have the funds taken out till ...
3 months ago in  0 Potential for future consideration
More options to customize placement of underlines and $ signs on balance sheet and income statements. For example - on the balance sheet, when using Total Column Offsets, I do not want an overline on my Total Current Assets amount, I would want i...
almost 6 years ago in  0 Potential for future consideration
Currently you are able to save reports by user, client or globally. It would be great to add the ability to save by group as well. This would save a lot of time for groups by client/partner who have custom reporting needs.
7 months ago in  0 Potential for future consideration
This will provide an additional visual tool to see where monthly/annual spends are (P&L) and asset/liability split (balance sheet). Credit card statements (like AMEX) allow for this and even some banks. It would be beneficial to add here.
over 2 years ago in  0 Potential for future consideration