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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.
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...

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See attached image. Could you remove the word STATEMENT from the “BANK STATEMENT BALANCE” label? This would make us feel better that we were matching bank activity vs. the balance on the bank statement which would actually be 5/29/20.
about 5 years ago in  0 Potential for future consideration
Currently can file 1,000 TCC Codes, however, client has over 3,000 TCC Codes
about 5 years ago in  0 Potential for future consideration
When you set up and alternate name on a bank definition that uses lines 2 and 3, the font it uses on the check face is smaller than line 1. Legacy didn't do this. This is a cosmetic problem when you want to print the name of both spouses on the ch...
about 5 years ago in  0 Potential for future consideration
Users would like Incoming Wire and ACH images to automatically enter a deposit. Also, if deposits are created from an Automatically Recorded Deposit, have the incoming Wire and ACH images automatically replace images on these deposits.
about 5 years ago in  0 Potential for future consideration
Bank accounts cannot have GL accounts with divisions in AgilLink. If this condition is detected, return an error.
about 5 years ago in  0 Potential for future consideration
Current & Prior Year earnings accounts in AgilLiink cannot be divisional. Return an error if a client has this condition.
about 5 years ago in  0 Potential for future consideration
Add the last closed date to the same line as the Client name on the main page. When there are multiple clients on the home page, it would be nice to see the last closed date for each client entity as opposed to just the one that is listed in the s...
about 5 years ago in  0 Potential for future consideration
Validation: Add warning if IBAN exists but Int'l Wire Pmt Method is missing on a vendor, e.g, IBAN found but no WTI Pmt Method. IBAN will not be extracted
about 5 years ago in  0 Potential for future consideration
Validation: Add warning if SWIFT exists but Int'l Wire Pmt Method is missing on a vendor, e.g, SWIFT found but no WTI Pmt Method. SWIFT will not be extracted
about 5 years ago in  0 Potential for future consideration
FBMM would like the journal report to have the option to choose legal size
about 5 years ago in  0 Potential for future consideration