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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...

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Inter & Intra client transfers between CNB accounts that were paid via ACH/WIRE in legacy did not generate incoming ACH/WIRE notifications in Legacy. The firm would like to suppress these notifications in AgilLInk as well, like they're suppres...
about 5 years ago in  0 Planned
Alternative Names in the Bank Definitions should print on the Deposit slip. This feature works in Legacy but not in AgilLink. In Addition, Bank accounts in legacy can support up to eight alternate names. During check printing, you can select which...
about 5 years ago in  0 Under Consideration
And the ability to select which alternative name you want to use when creating an AR invoice. Because I don’t want to invoice from the individuals name. That’s the whole point of having a DBA. And this client has several DBAs so we need to invoice...
about 5 years ago in  0 Under Consideration
Give admins a settings that allows them to choose whether a recurring invoice that's edited should go back To Review OR To Approve.
about 5 years ago in  0 In Development
It would be great if the image that is associated with the original Journal Entry is also automatically associated with the Intercompany Transaction entry that's entered.
over 3 years ago in  0 Already exists
It would help when approving to have the detail window and the image window open in reverse order so the image window opens last and can be moved to a different screen keeping the detail window on the main screen in full window mode. Then as you h...
over 1 year ago in  0 Potential for future consideration
When searching for an invoice there is a column labeled due date. I see no reason for that. A check date column would be more useful.
about 5 years ago in  0 Under Consideration
The existing reports are formatted in a way that doesn't make them useful for exporting in order to import elsewhere. When it becomes necessary to consolidate multiple sites or a client goes to an org/firm without AgilLink, it would be most useful...
over 1 year ago in  0 Under Consideration
when printing multiple checks with different dates the check number assigned should be in date order not alphabetically by vendor name
over 1 year ago in  0 Potential for future consideration
Being able to use the Arrow Keys to Freely move up & down in Invoices & Journals- when pressing down arrow if no line has been created, it would create a new line. This would make it more efficient to enter information in.
over 1 year ago in  0 Potential for future consideration