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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.

AgilLink

Showing 1811 of 1811
When you click on the link in the email, it loads the AgilLink home page. You then have to go to reject inbox to view however if you have more than one item in there, you don't know which one you need to fix. It would be helpful to add some more d...
almost 3 years ago in  0 Under Consideration
When recording manual checks we need to know the invoice number the check is applied to to prevent double payments. This would be crucial to the manual check process. The invoice number needs to be captured via a separate box in the payment screen...
almost 2 years ago in  0 Potential for future consideration
CNB has created a way to order cash requests online. This will now require someone to enter the request and someone to approve the request. This transaction then needs to be processed as an auto-debit in AgilLink and entered again. It would be gre...
almost 3 years ago in  0 Removed
Provide a success report upon generating an eFile that provides a count of all the clients and vendors contained within the generated eFile, similar to what we receive after uploading clients. This success report will allow us to quickly validate ...
almost 2 years ago in  0 Potential for future consideration
we have several Clients that log in a Approve Invoices and what the notification for Approval only - they don't need to know about Review or Release.
almost 2 years ago in  0 Already exists
Can we please have the option to edit which columns display in the search results? For example, I never need "Document Description" but I always need "Transaction Description."
12 months ago in  0 Potential for future consideration
When in the invoice search option, there is an amount field to complete. This amount field is for the invoice amount, not the check amount. If multiple invoices are paid on one check, and the check amount is entered in the invoice search field, th...
almost 3 years ago in  0 Under Consideration
The current invoice upload template shows a full bank account number in the Bank ID box, however, just a Bank ID should be there for example purposes.
12 months ago in  0 Under Consideration
When running a Search based on entering a key word, I need a search on both the image description and GL description.
almost 6 years ago in  0 Under Consideration
A UI redesign of the Review Statements screen should place split coding on same screen and remove split coding pop ups so that users may view all split info without having to open several pop ups.
almost 6 years ago in  0 Removed