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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...
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.

AgilLink

Showing 1814 of 1814
I would like to have a feature when uploading invoices to memorize the description i am writing on that space.
about 3 years ago in  0 Potential for future consideration
Users would like to set up an email alert if invoices are not being approved and are sitting in pending for a certain amount of days. Maybe the workflow alert will give the user the option of how many days an invoice has been sitting without being...
about 3 years ago in  0 Under Consideration
Add delete button to To Complete once you click into the document.
about 3 years ago in  0 Already exists
Can you please put AUTOFILL back on DESCRIPTION under IMAGE UPLOAD
about 3 years ago in  0 Removed
changing dates for small number of days is made much easier with keyboard shortcuts like this
about 3 years ago in  0 Removed
after uploading multiple invoices and navigating to the enter invoices page it would help if it was possible to have it automatically go back to the list of invoices remaining to be entered rather than having to navigate back for each one
about 3 years ago in  0 Already exists
Revise the other "TO ENTER" such as journals and credit cards (most important) to behave as the deposits do IE: return back to enter area instead of booting next to the next client Very inefficient to work on a client when we constantly have to "c...
about 3 years ago in  0 Under Consideration
It currently works this way in Datafaction and should be duplicated in AgilLink. We use it.
about 6 years ago in  0 Under Consideration
If a user checks the Yes button for Use next Payment number, the button should remain checked for the session that the use is in. Currently after submitting a payment, the user has to select use next payment number each time.
about 6 years ago in  0 Already exists
The ability to add additional lines of description for levels that will show up on the financial statements and ledger reports. For example, if you are using levels for properties, these extra lines could include the dates of purchase, sale, infor...
about 3 years ago in  0 Under Consideration