Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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.
PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...

AgilLink

Showing 1756 of 1756
It's hard to tell a journal entry that was a result of a reversal because it has the exact same JE number for both the journal and the reversing entry. It would be good for the reversing JE to say 1234-RV so it's very easy to know any JE number th...
over 2 years ago in  0 Under Consideration
run reports: choose the client in the reportings page instead of having to go back to home to change the client
over 2 years ago in  1 Already exists
When you receive a contract with the total amount due to be paid in installments, having the ability to add the total payment due instead of the number of re-occurrences would be helpful to avoid overpaying the contract, or at least flag there is ...
over 2 years ago in  0 Already exists
Currently the alerts page only shows the client number, and not the client's name or group. The spelled-out client name and group should be shown by default, so that the user does not need to look up the client by number.
over 2 years ago in  0 Already exists
I would need 3 dates. The date the journal entry would appear on the ledger after it is booked. For me, January 1st. The date of the gl account balance that the journal entry is referencing. For me, December 31st. The date I want the process to ha...
almost 5 years ago in  0 Under Consideration
Provide a better way to visually distinguish the different payment methods while approving invoices. At the moment all payment methods have a navy blue color scheme in the modal window. this would apply to ALL payment methods (not just e-payments)
almost 5 years ago in  0 Potential for future consideration
after adding a bank to the list- it does not auto sort - you have to manaully move one space at a time -
over 2 years ago in  0 Potential for future consideration
A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).
almost 5 years ago in  0 Potential for future consideration
useful because it allows you to place the Main checking account on the top if say a Money Market or Pocket account is on the top, and you can match the order across all of you clients so that the top one is Main Checking, then Pocket, Then Money M...
over 2 years ago in  0 Potential for future consideration
The auto-recon "Enter Clients" list will disappear if I go into another window and take some time to fix a problem with that client. When I go back to auto-recons, the list I've typed in has disappeared and I have to start over again typing in the...
over 2 years ago in  1 Already exists