ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 0 3
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...
Share feedback 0

AgilLink

Showing 1773 of 1773
Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.
about 3 years ago in  0 Potential for future consideration
Legacy provides a report that allows us to view upcoming recurring invoices by their scheduled generation date. This is an invaluable report due to the sheer volume of the repetitives that we have to manage.
almost 3 years ago in  0 Already exists
Would be really nice to be able to run multi-client financial statements (income statement / balance sheet / trial balance) at non month end dates just like you can for single client financial statements. When I try and run multi client financial ...
6 months ago in  0 Potential for future consideration
I use the search button on the landing page to sort ideas by subject. Upon viewing a full idea, there is no way to go back to the previous screen that I came from, the list of ideas on a specific subject. It would be nice to have a back arrow on t...
6 months ago in  0 Potential for future consideration
Cash Flow – the ability to insert your own name or maybe the option for the Firm settings to set the Cash Flow descriptive name other than “Statement of Deposits and Payments”
almost 3 years ago in  2 Under Consideration
Run a Multi-Client Income Statement that supports Levels or use Report Automation to run separate saved reports (that support levels) but combine them into a single excel workbook
12 months ago in  1 Under Consideration
Right now, if I have run a report (income statement, balance sheet, etc), and I make a change somewhere in AL then hit refresh, the report does not actually update. The refresh button should actually pull the latest information for the report.
over 2 years ago in  2 Potential for future consideration
Provide us with a report for status on emailed AR Invoices. We send ar invoices via email in batches, and occasionally only a partial batch is emailed, and the rest fail to send. We have no way of knowing which emails/invoices failed to send
2 months ago in  0 Potential for future consideration
When journal entries are submitted from the To Enter Screen, it would be great if there was an option to print the journal report for that entry right there. We print all individual journal entries after submission, so a button to print it at the ...
2 months ago in  0 Potential for future consideration
We run the Auto Bank Rec reports for all the bank accounts on a set of books, and save the bank rec reports for each account in AgilLink under a Bank Rec category. When we run the report for all bank accounts, all the reports are in 1 pdf and ther...
about 1 year ago in  0 Under Consideration