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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...

AgilLink

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When choosing dates for the beginning and ending dates of a cash flow, first a calendar month appears for the beginning date and then about calendar month appears for the ending date. It would be nice if 2 calendar months appeared at once so the u...
about 5 years ago in  0 Removed
On the main navigation bar, the Admin dropdown window is too long (at least in Google Chrome). It extends to the right further than it should, so that the full window isn't visible, with part of the Financials column cut off. Make it a smaller win...
about 5 years ago in  0 Already exists
I tried changing the dollar amount on an invoice (in the pay section, not the associate section). I wanted to make a partial payment. I am told I cannot make a partial payment on an invoice in a closed period.
about 5 years ago in  0 Potential for future consideration
Some client offices have a different IRS TCC (transaction code). Allow firms to setup multiple IRS TCC in the same site.
about 5 years ago in  0 Removed
Client is complaining of having to log on multiple times while using the new version of FireFox. Every time he logs in to firefox/AgilLink he has to do it twice since the recent FireFox update.
about 5 years ago in  0 Removed
When defining an automatic journal, coding to the current year earnings account should be allowed. This is so that current year earnings can be reclassed to each partner's earnings account accoring to their ownership percentage during the year as ...
about 5 years ago in  0 Already exists
See attached image. Could you remove the word STATEMENT from the “BANK STATEMENT BALANCE” label? This would make us feel better that we were matching bank activity vs. the balance on the bank statement which would actually be 5/29/20.
about 5 years ago in  0 Removed
Having a deposit batch report would be helpful when reconciling lengthy bank statements. It would be nice if when running a deposit report their would be an option for a batch number and the report lists all the checks in that batch and a batch to...
about 5 years ago in  0 Under Consideration
Currently can file 1,000 TCC Codes, however, client has over 3,000 TCC Codes
about 5 years ago in  0 Removed
When you set up and alternate name on a bank definition that uses lines 2 and 3, the font it uses on the check face is smaller than line 1. Legacy didn't do this. This is a cosmetic problem when you want to print the name of both spouses on the ch...
about 5 years ago in  0 Removed