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Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
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Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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Dual Process Approval When Creating New Vendors, GL's etc (**For firms with limited access for general users)
As an admin user, have the option to allow general users the ability to create vendors, commission tables, GL accounts etc, but will NOT have any effects on the client’s account until it gets approved. Could even add an additional step or somethin...
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Create tool for support to process/re-process entitlement file manually.
Currently the entitlements file is only processed once per day early in the morning (~ 4:00 a.m.) Support often needs to A) reprocess today's file as in the case where a CIS# was not added to a new site or B) to query mway for a new file mid-day a...
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Apply same style and function to all Reporting Year fields in 1099 modules
There are three different styles of the Reporting Year field throughout the 1099 modules.
Most of them read "Enter Year" in the middle and have the option to click and open a calendar (see Transactions > Print Forms). The fields in the E-File a...
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Invoices with an approval status of HOLD should not be editable (including deletions) except by user who placed hold
As an approver, I like to place invoices (that are pending my approval) on hold. While these invoices are on hold, I don't want them to editable by anyone else, including being deleted. By concern is that someone could edit or delete an invoice th...
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GL Accounts: GL Predictive Search Lookup
Enhance predictive lookup for GL Accounts to display only one (1) next available/unused option (instead of displaying all available options.)
For example, client has only used 1001-000, 1001-001 and 1001-002
The template has 1001-000 through 1001-...
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Check Missing 1099 Notation in Description
If an AP invoice uses Detail 1099 coding instead of Global 1099 coding, the resulting check does not include the note "This check is subject to 1099 reporting". This should be fixed so that all 1099 eligible checks are consistent and have the same...
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Show only the most recent 100 items from any Inbox
Sometimes my inbox is very large. If I try to view an inbox while there are many items, it tries to show me ALL the items in the inbox. This is very slow and sometimes times out. I'd like to only see the most recent 100 items based on a date range...
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Add a notes field to Define Commissions that will display in predicitive lookup during Deposit Entry
Commissions structures can be very complicated. The ID field only allows 20 characters to store information. This is not enough for users to know which to select. If a larger notes field were added with ~100 characters, additional details could be...
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