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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 Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

AgilLink

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Enhancement request for this admin report: GL Codes – The ability to add in multiple GL ranges, as well as select multiple single GL codes Have the ability to Run and Save reports to utilize for the future
3 months ago in  0 Potential for future consideration
If a user makes a comment on an item in their "To View" box the comment is not saved. These comments should be saved so that they can be viewed in the details tab of the transaction.
about 1 year ago in  0 Potential for future consideration
User are able to code to 1099s on journals that were generated via the credit card module. These items don't show up on the transaction report and don't get calculated (by design). Can we not allow users to code at all or add a pop up letting them...
7 months ago in  0 Potential for future consideration
When running the AP Open Items reports, rather than running by individual client it would be most helpful if we could run as a client group.
about 1 year ago in  0 Potential for future consideration
Legacy Gap - Memorize last used transaction description for an existing payor. Example: a bookkeeper can easily know that based on the last description (i.e. "payment 5 of 20"), the new deposit transaction description would be "payment 6 of 20"
about 5 years ago in  0 Potential for future consideration
This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.
7 months ago in  0 Potential for future consideration
Create the GAAP "Statement of Cash Flows" report as defined in Financial Standards Accounting Board No. 95 (FASB 95)
about 2 years ago in  0 Potential for future consideration
If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.
11 months ago in  1 Potential for future consideration
This enhancements to levels would be hugely helpful in a lot of situations, when clients are utilizing more than Level 1. This would create the ability to tie certain Level 2's or 3's to specific Level 1's or 2's, so that when many levels have bee...
almost 2 years ago in  0 Potential for future consideration
It would be great to have a DRAFT stamp as an option to add to the financial statements. This would be used if they have not been finalized/the tax return has not been filed. Currently, a stamp is being manually added after the report has been run...
almost 3 years ago in  0 Potential for future consideration