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 Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.

AgilLink

Showing 1771
Often times as users are promoted in a firm they go from being Approver step 1 to Approver Step2. Or a user will leave the firm and all rules with that user need to be replaced with a new user. A tool to perform these actions will greatly assist t...
over 5 years ago in  0 Under Consideration
Error 102 states: Client has inconsistent monthly closes, but the client can be extracted anyway. Please change error 102 to a warning.
over 5 years ago in  0 Potential for future consideration
When running a Trial Balance, you can delimit the report only by the first Level. This is fine is all levels are an implied hierarch (e.g. Tour, Continent and City, or Series and Episode). The problem is when the levels ae independent (e.g. Proper...
over 5 years ago in  0 Under Consideration
Firefox generates "Unable to get DDS labels" error and "Unable to perform the operation" error during invoice entry.
over 5 years ago in  0 Potential for future consideration
If there is something in the reporting state field on a vendor, and there is no tax ID number, we would like the validation and extraction to just ignore what is in the state field
almost 6 years ago in  0 Potential for future consideration
Client would like to also see the transaction details along with the copy of the image, when the link is sent via AgilLink. I've attached an example.
almost 6 years ago in  0 Under Consideration
It is required by law that the payor provideds to recipients of 1099's a copy of the form instructions. DF provides the one for the 1099-MISC if using the 2-up form but has nothing for the DIV/INT/R forms. The firms *can* copy the pdf from the IRS...
almost 6 years ago in  0 Potential for future consideration
The extraction gives an error "Must specify valid information for parsing in the string." This has to do with recurring invoice definitions. When we deleted the only recurring definition, the error went away, but we're not sure why. We would like ...
almost 6 years ago in  0 Potential for future consideration
When we get the error: Index was out of range. Must be non-negative and less than the size of collection. Parameter name: index: What the error should say is that there is an error with the bank address on a/some bank account/s. By making sure the...
almost 6 years ago in  0 Potential for future consideration
Add a new row on the printed AR invoice under Invoice Summary for client code. This is currently printed on the legacy AR invoice
almost 6 years ago in  0 Under Consideration