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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

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When you do a search in Search Images and Transactions for Invoices, there will be categories that list Check Status, Check Amount, and Check # but check status and check amount actually mean Payment status and Payment amount as they will have val...
over 3 years ago in  0 Under Consideration
It would be helpful if the AR invoices and statements can be folded in 3 equal parts and fit into a #10 window envelope. This could be done by putting the "Send Remittance To" information under the company name at the upper left hand corner and dr...
over 3 years ago in  0 Under Consideration
If user is timed out, save the state they were in.
over 3 years ago in  0 Potential for future consideration
When I run the trial balance report to view we see the report header on every page but when we print it as PDF it only appears on the first page. Please allow us the ability to print PDF with headers on each page for trial balance report.
over 3 years ago in  0 Already exists
In the funds transfer field it allows you to change the date of the transfer but the transfer still sends the current day. If we cant post date the transfer then the date should not be able to change as it is an inaccurate representation on the bo...
over 3 years ago in  0 Under Consideration
Goodfriend and Jacobs likes the look of the SRSS format (general ledger or TB) and would like the option of running the BS and IS in that format type.
over 3 years ago in  0 Already exists
Goodfriend & Jacobs would like there to be less space between the header and where the numbers start on financial reports. I believe the reason for the space is we allow potentially 4 header boxes but 99% of the firms I have been involved with...
over 3 years ago in  0 Under Consideration
We need the ability to block image replacement on paid invoices. An approver is approving an invoice based on the coding and the image. The image is part of what was approved.
over 3 years ago in  0 Potential for future consideration
The tiny little box that says "Update all existing invoices and payments with the default 1099 code effective_____" is easy to miss. And it only shows up if you were to change from 1099 Payments - Never to something else. That little box should al...
over 3 years ago in  0 Potential for future consideration
Firms commonly ask if they can allow multiple optional approvers, as long as they don't approve their own items. Example: "I would like to grant Step 2 Approval to Yana & Christina, provided there is a way to keep them from approving (the few)...
about 7 years ago in  1 Removed