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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.
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 ...

AgilLink

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This feedback came from Andrea at site 10053 (AgilLink). If books are closed to June 2018 and you are pulling Sept statement, you have to select future date. Even though it's not really a future date. Why not just have the option to enter date. S...
over 6 years ago in  0 Potential for future consideration
Client would like the list to be based on grouping and would like to have the ability to filter group on the home page. EK - right now, the group with the smallest list always pops at the top (on the homepage). This may relate to the UX revamp in ...
over 6 years ago in  0 Potential for future consideration
Current Vendor Detail History report shows only the General Ledger information which only includes amounts. The user would like to have the option to also have the transaction details show on the same report to be able to print this report and pre...
over 6 years ago in  0 Potential for future consideration
As a system administrator, sometimes I am not sure what effective permissions a user has, either to functions or to clients. I would like to be able to impersonate their user and click around as them, so I can see exactly what levels of access the...
over 6 years ago in  0 Potential for future consideration
If a client turns on the activity report on a Bank definition after an Incoming ACH/Wire ariived, they would like the option to regenerate an image of that incoming transaction from Agillink.
over 6 years ago in  0 Potential for future consideration
I don't know what this is but Mike Basilicato @Bader Martin, site 10030, call 277860, requested it.
over 6 years ago in  0 Potential for future consideration
This came from Karmela at Site 10053 Winningham Becker & Co. Would like to see images for all deposits made in the To Enter Inbox (deposits). Currently not all deposits create images.
over 6 years ago in  0 Potential for future consideration
Here is an idea Datafaction should consider as feature that will encourage money managers to utilize AgilLink. · Introduce a linked CNB credit card, with cash back, in lieu of a pocket checking account for client petty cash activities. Many...
over 6 years ago in  0 Potential for future consideration
Users would like to define new levels with Slashes in the name (i.e. Tour - 8/31/2018). The Slash is considered a special character and will not submit.
over 6 years ago in  0 Potential for future consideration
client would like the capability to view checks & deposits that cleared in that period
over 6 years ago in  0 Potential for future consideration