ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 0 3
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...
Share feedback 0

All ideas

Showing 1011
Case is 00745274
almost 4 years ago in  0 Potential for future consideration
No description provided
almost 4 years ago in  0 Potential for future consideration
Add the cash flow report as an option to multi client reporting. Running a combined cash flow report on multi entities simultaneously will create efficiency. Currently, we have to manually create side by side cash flow reports
almost 4 years ago in  0 Potential for future consideration
A way to block users from entering journal entries to gl cash accounts (0001-0001) and still allows invoices to be paid, deposits to be processed and payments to be entered to that same cash gl account
almost 4 years ago in  0 Potential for future consideration
Allow an option to print related or associated image to print with checks
almost 4 years ago in  0 Potential for future consideration
Currently it doesn't allow it and error appears
almost 4 years ago in  0 Potential for future consideration
Even though we have partner & client specific delegation set , we cannot add another delegation for that same partner on another set of clients with a different approver. Not sure why delegations are client specific if it is not allowed but it...
almost 4 years ago in  0 Potential for future consideration
Should be no Tolerance beyond the date range entered for the matching process
almost 4 years ago in  0 Potential for future consideration
Instead of requiring admin intervention, allow users to delegate only their own workflow to another user.
about 4 years ago in  0 Potential for future consideration
Create a drop down from the list of banks available by that client so it will auto populate the Wire/ACH details for the invoice. Some clients have more than one bank they invoice out of and it's time consuming to have to print t PDF, then edit th...
about 4 years ago in  0 Potential for future consideration