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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 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...

AgilLink

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Datafaction Legacy Imaging used to have an option where we could print a list of outstanding/pending payable reports. I would like the option to print via Group, Client number or all. It just needs to be a list of Outstanding/Pending Invoice.
over 3 years ago in  0 Under Consideration
The only way to successfully print a copy for our workpapers is to complete the following: You can print a blank 1096 form on standard white paper and then put that printed form back into the printer to print the 1096 information on. It may not be...
over 1 year ago in  0 Potential for future consideration
When uploading multiple docs at once to have the option to delete the whole pdf instead of just one page at a time.
over 3 years ago in  0 Potential for future consideration
Is there any way we can upload a document to a deposit without leaving the screen? meaning once i am in the deposit that comes in and I have not uploaded it, i go into the DETAILS section, click on related images and transactions, new and the new ...
over 3 years ago in  0 Under Consideration
When recoding an invoice for an adjusting journal entry, the Accounting Date field should not be auto filled because users will not notice this new box and hit submit not knowing that they created an adjusting journal entry with the same date as t...
over 3 years ago in  0 Removed
Not much explanation needed, this is the most basic doc type for a vehicle and is most commonly referenced for business managers, and should be added
over 1 year ago in  0 Already exists
You can run this report 3 different ways but it doesn't differentiate how it was ran when you get the results.
over 1 year ago in  0 Under Consideration
would like to allow users to be able to define new detail accounts on the template when a rollup exists but not define a new rollup account on a template. Currently they can either define on a template or cannot, they would like more granularity h...
over 6 years ago in  0 Removed
The user should be able to define a bank branch that can be used across all bank definitions created. Currently the only ones the system remembers are CNB bank addresses but the user should be able to create some. This would allow them to set up a...
over 6 years ago in  0 Already exists
We are attempting to run two GL ranges in AgilLink via a General Ledger. One set of codes are in the assets (where we did not utilize levels), where the other set is on the Income Statement (where we did utilize levels). We currently cannot run a ...
over 1 year ago in  0 Potential for future consideration