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PINNED 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 ...
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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If an email address (user, vendor, or otherwise) is typed incorrectly, it will result in users thinking they are sending emails or notifications, but the recipient never receives them. This causes confusion and he said/she said, when it is discove...
over 6 years ago in  0 Potential for future consideration
Admins would like to be able override workflow and send electronic payments (ACH, Wire, Int'l Wire)
over 6 years ago in  1 Potential for future consideration
Users would like to be able to override workflow and have a Laser signature print on the check
over 6 years ago in  1 Potential for future consideration
Users who are Optional on many different workflows would like to be able to hide items to reduce the size of their inbox
over 6 years ago in  1 Potential for future consideration
There should be a SWIFT code and IBAN fields in the bank definition. This would allow Datafaction clients who have foreign bank accounts for their clients to place SWIFT codes and IBANs in the bank definition for when they need it. Currently there...
over 6 years ago in  0 Potential for future consideration
Currently, when I create a new image category (System Admin > Manage Categories) and select a Data Type other than "String", I still have the option to pick "List" from Field Type, but then I receive an error that I actually can't pick "List". ...
over 6 years ago in  0 Potential for future consideration
If I am setting up an investment bank account in AgilLink, I don't have an routing number or a last check number. These should not be required fields, so I don't have to input fake data to submit the screen.
over 6 years ago in  0 Potential for future consideration
Helps customers sort through their report for a specific period
over 6 years ago in  0 Potential for future consideration
Create a webinar or tutorial with differences between DFX and AgilLink
over 6 years ago in  0 Potential for future consideration
This feedback came from Daniel at site 10052. He doesn't want to download the template.
over 6 years ago in  0 Potential for future consideration