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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...

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Firm Settings should include ability to force 1099 election when setting up new Vendor
about 2 years ago in  0 Under Consideration
Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.
over 2 years ago in  0 Under Consideration
Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.
over 1 year ago in  0 Under Consideration
To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...
over 5 years ago in  1 Under Consideration
This would be helpful when firms receive new clients via a move and have to manage the custom category that comes over. Taking the image out of that category and into another is done one by one.
about 2 years ago in  0 Under Consideration
We are trying to clean up calendars and want to know what clients are associated with each ID It would be nice if this error gave us the clients that are associated so we can change them then delete this ID
about 2 years ago in  0 Under Consideration
The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...
11 months ago in  0 Under Consideration
I think there should be a Master search without having to pick a specific tab.
almost 2 years ago in  0 Under Consideration
When I'm searching for a journal, I don't believe it should matter whether it was created as a standalone JE or as an ICT. Currently an ICT does not show up in a journal search
almost 2 years ago in  0 Under Consideration
Sometimes clients, specifically managers, need a report pulled for a date range outside of the closed periods. Would be helpful to be able to choose a date range.
almost 2 years ago in  0 Under Consideration