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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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PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
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Submitting idea on behalf of Gelfand, Rennert & Feldman, LLC, site code: 10131. Currently there's no "To Complete" option listed on the dropdown menu of the "Tasks" bar on the AgilLink homepage (attached screenshot for your reference). They wo...
about 9 hours ago in  0 In Development
When the virtual check shows a truncated version of what was input, the user feels like the information will be missing on the physical check. This causes a slow down as the physical check then needs to be inspected to make sure the necessary deta...
30 days ago in  0 Potential for future consideration
120 VOTE
Staring at a white background screen for 8 hours straight borders on inhumane. Datafaction defaults to a dark background for a reason.
over 1 year ago in  8 Under Consideration
QBO has a section of the vendor profile screen to upload a W9. Would be helpful in AGL to upload additional information to a vendor's profile screen, rather than relating extra documents to a single invoice. Not exclusive to ACH Authorization form...
5 months ago in  2 Under Consideration
The Detailed Vendor Report shows the GL coding, but not the GL Descriptions. This would save time from having to go into each invoice and copy this information when requested. If a new output choice could be added to Vendor Reporting, this would g...
8 months ago in  1 Under Consideration
Once transactions are fully approved (wires and ACH's), there should be no need to do the extra step of releasing them. This is extra work. Full approval means it is good to go.
10 months ago in  0 Potential for future consideration
Add a sort/filter option in the approval inbox to only see only high priority invoices. This way, partners/persons who need to approve all high priorities ASAP can see them all at one for all clients/groups/specific clients, without seeing any non...
3 months ago in  0 Potential for future consideration
When matching up charges in an Auto Bank Rec, some of the times the charges are sitting on the Reconciled side but state "No Match". So we have to move those over to the Unreconciled side to be able to match them. If they don't have a match, why w...
3 months ago in  0 Potential for future consideration
The vendor report shows the level ID, not the level name. It would be helpful to see the name in this report, especially if we are just using consecutive numbers for our level ID's.
8 months ago in  1 Potential for future consideration
Many times I copy and paste client emails to insert as notes on invoices. AgilLink doesn't allow me to keep the email format making the note very messy and ineligible
almost 2 years ago in  0 Under Consideration