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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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Currently the deposit screen is locked down and cannot be edited.
about 2 years ago in  0 Already exists
Should be able to create a budget irrelevant of time. For example, a concert tour that could be over several years. Assuming I use levels for coding all income/expenses to a specific tour, I should be able to create a budget so I can do a budget t...
over 6 years ago in  0 Already exists
Would make it much easier to balance the bank rec
about 2 years ago in  0 Already exists
Example: Clients that have several Amex cards. Need to be able to see right away which Amex under "search" I should click on, rather than clicking one by one to get that specific card detail
over 6 years ago in  0 Already exists
we are in New York and when looking at the time something is approved, system reflects California time zone and not New York. For accuracy it would be nice if approvals time follow the time zone of each user (we have 3 different time zones)
over 4 years ago in  0 Already exists
need to be able to write off AR for invoices that are partially paid, but won't be paid in full.
about 2 years ago in  0 Already exists
I ran into an issue with the recap page in the cashflow report. The title of the first page reads “combined total for all bank accounts” whether I run the report for one account or several accounts. If I run a cashflow report and include the recap...
about 2 years ago in  0 Already exists
If a new account is setup in a clients chart and no journals are coded to the account, the user should be able to delete the account. If manage financial periods has been run the system blocks the deleting of the gl account saying underlying data ...
over 4 years ago in  0 Already exists
Can we please make it so we can use the same document ID for several entries in the Journal Upload feature? For instance, when making several entries to record investment account activity. Now we have to duplicate the statement image several times...
over 6 years ago in  0 Already exists
sort columns when entering credit card transactions under the review statement screen.
almost 7 years ago in  0 Already exists