Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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 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
Users should be able to fully take advantage of their larger screens to stretch columns in the Budget Screen. Currently the icon on the bottom right only allows the ability to stretch up or down and not left or right.
about 1 year ago in  0 Under Consideration
Rit from Cal Financial would like to be able to upload a budget into AgilLink. It is much easier for them to manipulate budgets offline in excel and upload into AgilLink rather than making them in AgilLink which can be cumbersome.
over 3 years ago in  0 Under Consideration
It would be great if there was an option which would allow us to email 1099s to vendors through Agilink (rather than having to print and mail them or save the pdf and email manually)
over 5 years ago in  4 Under Consideration
It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...
over 1 year ago in  1 Potential for future consideration
RA is limited to only allow one schedule per template. You can add the saved reports on the first set-up page but will only allow one schedule per template on the next page.
7 months ago in  0 Under Consideration
If red font was used for any negative balances on the home page, it would be easier to manage bank accounts.
over 2 years ago in  0 Potential for future consideration
After a payment is made, nothing besides the expense account can be changed. There have been several times that a date needed to be changed on an invoice, but since the payment was already processed, it can't be changed. For autodrafts, sometimes ...
over 2 years ago in  3 Potential for future consideration
The ability to mass export client chart of accounts helps us create automation templates. Currently we have to export one by one.
about 2 months ago in  0 Potential for future consideration
I use the search button on the landing page to sort ideas by subject. Upon viewing a full idea, there is no way to go back to the previous screen that I came from, the list of ideas on a specific subject. It would be nice to have a back arrow on t...
5 months 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...
4 months ago in  0 Potential for future consideration