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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.
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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...
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Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...
2 months ago in  0 Potential for future consideration
Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...
10 months ago in  0 Potential for future consideration
Add GL coding and High Priority Invoice indicator to the choice of options to view on the Recurring Invoice Template screen
2 months ago in  0 Potential for future consideration
The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items
almost 2 years ago in  2 Under Consideration
Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.
about 1 month ago in  0 Under Consideration
The check face should always be in words instead of numbers because some places do not accept checks with numbers. This has become an issue was certain organizations have rejected checks that have numbers in the check instead of written out words....
3 months ago in  0 Potential for future consideration
When running an income statement using the new cross period date range option, there is no way to know what date range the report is for when viewing the amounts. Having a code for start date or having a code for date range instead of a start and ...
7 months ago in  0 Under Consideration
In Legacy we could click a box next to several deposits and click print and it would print in one pdf. However, in AgilLink we have to print each image and then combine together which is extremely time consuming when you have 25 checks to put in o...
5 months ago in  0 Potential for future consideration
Reports we could pull besides a ledger report for identifying vendors we need to 1099. The Transaction Report as well as the Vendor Summary Report do not capture any returned payments or credits from vendors. When receiving a returned payment, we ...
over 2 years ago in  0 Under Consideration
Provide us with a report for status on emailed AR Invoices. We send ar invoices via email in batches, and occasionally only a partial batch is emailed, and the rest fail to send. We have no way of knowing which emails/invoices failed to send
about 1 month ago in  0 Potential for future consideration