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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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Right now, all recurring invoice names have the naming convention "#TemplateName#-#DueDate#." There should be an option to change the default convention to "#TemplateName#-#InvoiceDate#.The statement date for a credit card, for example, is often m...
over 2 years ago in  0 Potential for future consideration
Should be able to view the Activity Report from the firm's start date with entitlements. Currently, if you have an changes & need to move the bank profile to another client code or you forget to check the Activity Report box, your viewing only...
over 2 years ago in  0 Potential for future consideration
Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.
over 2 years ago in  0 Potential for future consideration
STOPS US FROM PROCESSING EFFICIENTLY
over 2 years ago in  0 Potential for future consideration
Provide a better way to visually distinguish the different payment methods while approving invoices. At the moment all payment methods have a navy blue color scheme in the modal window. this would apply to ALL payment methods (not just e-payments)
about 5 years ago in  0 Potential for future consideration
A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).
about 5 years ago in  0 Potential for future consideration
EVERYONE WOULD BENEFIT. WHEN SETTING UP AND INVOICE FOR THE FIRST TIME ITS WOULD ELIMINATE THE NEED TO DUPLICATE
about 5 years ago in  0 Potential for future consideration
The validation should be updated to report the three following conditions as errors: If there are no bank accounts setup for a client
about 5 years ago in  0 Potential for future consideration
after adding a bank to the list- it does not auto sort - you have to manaully move one space at a time -
over 2 years ago in  0 Potential for future consideration
useful because it allows you to place the Main checking account on the top if say a Money Market or Pocket account is on the top, and you can match the order across all of you clients so that the top one is Main Checking, then Pocket, Then Money M...
over 2 years ago in  0 Potential for future consideration