Pinned ideas

PINNED Option to Delete a Swift Code

Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.

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.

All ideas

Showing 992

1 VOTE

Need running balance

"Transaction Drill Down Report" when clicking from Balance Sheet need a running balance. Currently it has Debits and Credits columns. But, it is very hard to know how much the balance is on a particular day, especially when I have other transactio...

almost 4 years ago in 1 Potential for future consideration

1 VOTE

Make the description box wider on the "upload single document" screen - make it at least as wide as this screen

it would be easier to see the entire description being entered for a backup document and to make sure the key words are there for searches

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Ability to add currency to AR Invoices

Currently there is no way to specify that the $ owed is in USD (and not CAD, for example.) There is also no way to bill in another currency, such as Euros.

almost 4 years ago in 0 Potential for future consideration

1 VOTE

Allow firms to adjust the font size (numeric dollar amount) on the checks.

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

if not implementing an idea, give the reason why.

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

I'd like to be able to input more than 1 inv # on an inv...doesn't allow any dashes or other "characters"

No description provided

almost 4 years ago in 0 Potential for future consideration

1 VOTE

00667837 - Please add the ability to add date to individual items on a credit card statement.

No description provided

about 4 years ago in 0 Potential for future consideration

1 VOTE

Account Column on Ledger Report

Would like to have option to have the Account repeat on each row in the Ledger report. After implementation it would function the same as the Contra account column.

about 4 years ago in 0 Potential for future consideration

1 VOTE

Ability to Edit Documents From Image Search

GRF uses a Bank Rec custom category to review bank recs for Month End. They would like to edit the category fields directly from the search results screens.

about 4 years ago in 0 Potential for future consideration

1 VOTE

noreply@datafaction.com - change to specific user

Currently emails sent from AgilLink comes from noreply@datafaction.com. Can we change this to the user's email on file? For example, an approver enters a comment and selects to notify a specific user. The email is sent from noreply@datafaction.com...

about 4 years ago in 0 Potential for future consideration