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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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Showing 553
Title on home page - would be easier to understand if it was listed as bank and book balance vs current and ledger balance.
4 months ago in  0 Potential for future consideration
It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...
over 1 year ago in  1 Potential for future consideration
Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.
over 3 years ago in  0 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...
9 months ago in  0 Potential for future consideration
currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.
4 months ago in  0 Potential for future consideration
I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...
about 1 year ago in  0 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...
9 months ago in  0 Potential for future 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....
7 months ago in  0 Potential for future consideration
I am receiving complaints from clients that the password needs to reset too frequently. If possible, please extend this time frame. Thanks,
5 months ago in  0 Potential for future consideration
Unique email address to provide to vendors to send invoices and bills so that it is delivered directly to AL inbox, and does not clutter work email inbox, where things can get lost. For invoices that end up in our email we can forward to this AL e...
5 months ago in  0 Potential for future consideration