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Status Under Consideration
Created by Guest
Created on Jul 17, 2020

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GLOBAL VENDORS

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/addresses in one central location any time a vendor's name/address changes, the changes would propagate to each global vendor on each client.

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  • Guest
    Mar 16, 2026

    We used to have this when we were in Datafaction, and I was sad to see it went away with AgilLink. It's such a great feature, please bring it back.

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  • Guest
    Jul 30, 2024

    As a new user setting up numerous accounts, this would be extremely helpful and time saving.

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  • Guest
    Oct 19, 2023

    Please consider this improvement

    Reply
18 MERGED
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Lots of clients use the same vendor. It would be helpful if we could duplicate the vendor across clients, especially when address or payment information updates.
over 4 years ago in  0 Under Consideration
16 MERGED
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This is a requirement of internal audit/compliance. Without global reporting capabilities, we will have to generate separate vendor listings for each and every client.
over 4 years ago in  0 Under Consideration
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Have common (global) vendors available to all clients across the firm to save time on verifying wiring information, paying the firm directly, etc. Also, saves time with obtaining 1099 information on vendors who have been paid by other clients of t...
almost 5 years ago in  0 Under Consideration