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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...

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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
Zelle is becoming a bigger part of transactions for our clients. We would like Agillink to consider adding Zelle as a feature. Currently we must send a live check when someone is asking for a Zelle payment. Clients want us to bring this feature on...
7 months ago in  0 Potential for future consideration
I was entering an invoice with 50 line items. I got a phone call and when I went back to finish entering, I was timed out and lost all the information!
11 months ago in  0 Potential for future consideration
This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)
over 3 years ago in  0 Potential for future consideration
No description provided
7 months ago in  0 Potential for future consideration
Currently the deposit report can be sorted by most columns except for payee. It would be super helpful to be able to sort deposits by name so we can quickly see history on payee. As of now, must download and export to Excel.
over 1 year ago in  1 Potential for future consideration
When reviewing invoices with a client or staff one member is locked out and makes collaboration difficult.
about 2 years ago in  0 Potential for future consideration
When it comes to deposits or journal entries, we could search and filter for vendors stated in the detailed description. Say when inputting a journal entry to record a due/to from expense from the personal books, you would record who the vendor wa...
over 5 years ago in  0 Potential for future consideration
Please provide us the option to split accounts that an automatically recorded deposit goes into. We should be able to split it by percentage to multiple GL accounts
about 1 year ago in  0 Potential for future consideration
When uploading 10 - 50+ documents at a time, sometimes we need to go back to an earlier document. Rather than clicking prev document several times and going through each document loading (sometimes taking at least 15-30 seconds per document) it wo...
7 months ago in  0 Potential for future consideration