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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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Ability to Lock a default financial statement style so that others cannot edit
3 months ago in  1 Potential for future consideration
Would be a big time saver when compiling invoices for reimbursements to be able to search for all images by Level
over 2 years ago in  1 Potential for future consideration
I use the search button on the landing page to sort ideas by subject. Upon viewing a full idea, there is no way to go back to the previous screen that I came from, the list of ideas on a specific subject. It would be nice to have a back arrow on t...
7 months ago in  0 Potential for future consideration
After a payment is made, nothing besides the expense account can be changed. There have been several times that a date needed to be changed on an invoice, but since the payment was already processed, it can't be changed. For autodrafts, sometimes ...
over 2 years ago in  3 Potential for future consideration
For fraud prevention: Stronger/Better visual on invoices when vendor information has changed. In the To Approve and Pending invoice workflow, there should be an icon next in the 2nd column (like the yellow notes or recurring item icons) that indic...
almost 3 years ago in  1 Potential for future consideration
The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...
7 months ago in  0 Potential for future consideration
When running bank reconciliations on legacy datafaction. Outstanding checks that were voided had a little note in parentheses indicating the check was voided on a specific date. Modern AgilLink lacks this feature causing delays completing recs and...
9 months ago in  0 Potential for future consideration
Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel. An...
about 1 year ago in  0 Potential for future consideration
Currently running the Transaction Counts by user for a prior year only includes currently active users and not users that may have been deactivated since then. This limits the effectiveness of this report from a managerial perspective.
4 months ago in  0 Potential for future consideration
Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...
4 months ago in  0 Potential for future consideration