Pinned ideas

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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3 VOTE

Sweep Account - A Separate Line item on the client bank activity screen to show sweep account balance vs actual balance.

Should the client have a sweep checking account, it's currently very difficult to see sweep account balance vs the actual balance in the account. Having a separate line item to show the sweep account balance vs actual balance will be very helpful.

8 months ago in 0 Potential for future consideration

1 VOTE

Sort Invoice Register report by GL number

Add additional Sort By option to sort the report by GL number

3 months ago in 0 Potential for future consideration

2 VOTE

Allow Transaction Counts by User Report to Run on Inactive Users

Currently running the Transaction Counts by user for a prior year only includes currently active users and not users that may have been deactivated since then. This limits the effectiveness of this report from a managerial perspective.

5 months ago in 0 Potential for future consideration

2 VOTE

Comparative Balance Sheet

Would like to run a comparative balance sheet using a "Beginning of Fiscal Year End" column. Currently you can create a custom report using Balance Sheet amount at prior year end - but then current year earnings are displayed so the comparative pa...

5 months ago in 0 Potential for future consideration

8 VOTE

Linking separate bank entries to a single ledger entry in bank rec.

AgilLink should implement a feature that allows for bank rec to support a single ledger entry linked to two separate bank entries across two bank accounts.

almost 2 years ago in 0 Potential for future consideration

2 VOTE

Compliance Report-Combine Bank Account and Client Group Listing

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...

5 months ago in 0 Potential for future consideration

11 VOTE

Can we get an enhancement to show date and time a bank reconciliation has been completed and by whom

this is important information when auditing the accounts. Users will then know who completed the reconciliation and on what date/time.

over 2 years ago in 0 Potential for future consideration

1 VOTE

Client Demographic - adding lines

In the client demographic, is lacking a second place for a phone number if a client/family has two numbers. For instance, one client has a cell and a Google Voice number they use for work. Another client has an int'l cell and a US cell. Currently,...

3 months ago in 0 Potential for future consideration

3 VOTE

Run Multi Client Financials for Non-Month End Periods

Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...

8 months ago in 0 Potential for future consideration

7 VOTE

1099 eFile by form

The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date

over 1 year ago in 0 Potential for future consideration

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