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PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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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about 4 years ago in  0 Potential for future consideration
Once I click the Document category, it is very easy to use tab, space bar (for check boxes), enter, arrow keys and typing to search, however, after a document uploads, I have to use my mouse again, or push tab 100 times to re-navigate to the Docum...
about 4 years ago in  0 Potential for future consideration
Currently, when training transactions to auto post, there is only an option for one GL coding line. Some transactions we have trained have the same coding, but multiple GL lines required. Having the option to add multiple GL lines would be great i...
about 4 years ago in  0 Potential for future consideration
It would be very helpful for users to be able to view entitlements when confirming if new bank account entitlements have been activated or have not been activated in AgilLink. Allowing "view only" access feature will save users a lot of time....
about 4 years ago in  0 Potential for future consideration
Add a user role column to the user role advance search results grid
about 4 years ago in  0 Potential for future consideration
Logged by Asher. See TFS# 122744
about 4 years ago in  0 Potential for future consideration
Will provide ability to see related client accounts on one screen
about 4 years ago in  0 Potential for future consideration
We have restricted ability to add signature rules in the bank account definitions but it would be good for users to be able to see it as a view only option so they can see what the rules set up is.
about 4 years ago in  0 Potential for future consideration
In doing admin training for DeThomas Bobo today it seems there is a change in how the custom category page operates. When trying to create a simple custom category of AP Backup the page would not let me submit it unless I put something in the fiel...
about 4 years ago in  0 Potential for future consideration
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about 4 years ago in  0 Potential for future consideration