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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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Hi, It would be nice and efficient if you could implement a new features where you can import excel version with all allocations to Agillink or create an add-on to the current interface to have card members and enable filters for each column. This...
over 2 years ago in  0 Already exists
We would like for Scan Only users to have the ability to Search and View items in AgilLink.
over 1 year ago in  0 Potential for future consideration
While I'm entering an invoice, I like to reference the previous invoice to check my work. While I have my invoice I'm working on up in one window, I open another window to check the previous invoice under that vendor. Then once I'm done reviewing,...
over 2 years ago in  0 Already exists
In the pending invoice section, we should have an option to view a client's activity by banks. Several clients have accounts with different banks from which we pay vendors. This addition will greatly simplify the process of viewing and reviewing t...
over 1 year ago in  0 Potential for future consideration
It would be useful (especially in light of recent bank troubles) to be able to generate a report that would list routing numbers and bank names for all vendors for ease of reviewing wiring and ACH instructions instead of going into each individual...
almost 3 years ago in  2 Already exists
In the "Reconcile-Auto" section it would be nice to update bank balances if needed. This would be helpful for bank accounts that do not have entitlments or balances pulled in from the bank (CNS, other brokerage accounts or non-cnb accounts.) Also ...
almost 3 years ago in  0 Potential for future consideration
00839117
about 4 years ago in  0 Under Consideration
I think a huge miss with this is not showing a previous statement balance and new statement balance. When we upload the statements for our credit cards and enter the transactions it's very hidden on the bottom that there is a balance off. It allow...
over 5 years ago in  0 Under Consideration
Currently the ledger report separates transactions coded to levels or not for the same GL and gives separate totals for all. the ability to consolidate these and get one total with a level description column would save time for clients looking to ...
over 5 years ago in  0 Potential for future consideration
In search images and transactions, finding the "search all categories" is not intuitive as it is buried in the "Advanced search" option in the bottom of the page. Develop a way to make the more obvious or perhaps make it its own page.
over 5 years ago in  0 Already exists