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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 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.

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Time keeping capabilities in Agilink to track hours worked, PTO, vacation and etc.
about 7 years ago in  0 Removed
No description provided
almost 4 years ago in  0 Removed
When a client live-signs checks, there is an ability in Legacy to check off to have the partners/allocators initials added to the corner of the check. This is used for a lot of live-signing clients.
almost 4 years ago in  0 Removed
Singer Burke has an account that is pointing to Agilink from EASI but has not been setup in Agilink by the user but they are getting email notifications from Agilink regarding transactions. This is causing confusion. See case 00793742 for more info.
almost 4 years ago in  0 Removed
When we ACH/Wire out $, we received notification. I would like the description area to be large enough to see all the description.
almost 4 years ago in  0 Removed
site 10103 is asking if the document tab in excel can be disabled or deleted when exporting some reports to excel? Not all reports have it, balance sheet doesn't but cash tran summary does.
almost 4 years ago in  0 Removed
In order to make a partial payment on an old invoice it is presently required to reopen back to the invoice period in order to make the payment. And then one needs to reclose. We do have instances in with small payments are made on old invoices, s...
almost 4 years ago in  1 Removed
A way to block users from entering journal entries to gl cash accounts (0001-0001) and still allows invoices to be paid, deposits to be processed and payments to be entered to that same cash gl account
almost 4 years ago in  0 Removed
Allow an option to print related or associated image to print with checks
almost 4 years ago in  0 Removed
Instead of requiring admin intervention, allow users to delegate only their own workflow to another user.
about 4 years ago in  0 Removed