Pinned ideas

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.

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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Showing 1756 of 1756

4 VOTE

Foreign Cell Phone Numbers for 2 Factor Authentication

Clients would benefit from the ability to be able to login to our mobile app from Vacation in Europe or abroad. We also have users that travel on business and would still need to approve transactions for the firm.

9 months ago in 0 Potential for future consideration

3 VOTE

Administrative Reporting: Financial Period Calendar Report

Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.

7 months ago in 0 Under Consideration

6 VOTE

Detailed Income Statement - Include Underlying Transactions

Firms would like to have the ability to run a detailed Income Statement (P&L) - Include underlying transactions with dates that make up the detail GL account for a given period

about 1 year ago in 1 Potential for future consideration

9 VOTE

Cross-Client Reporting Using Specific GL Codes or Vendors

Overview: To better serve businesses and financial professionals who handle multiple clients, we request the development of a cross-client reporting feature in Agillink. This feature would allow users to generate reports based on specific GL (...

over 1 year ago in 0 Under Consideration

23 VOTE

Add The Transaction Notes Icon to the To Pay Inbox

This is useful for when a client is in the last approver step and they approve the invoice but add a note to it. The user paying the invoice can see that a note has been added.

over 4 years ago in 1 Under Consideration

9 VOTE

print detail description

the print detail description - this should be available to other reports not just Cashflow - (ledger, deposit, etc)

almost 2 years ago in 1 Under Consideration

10 VOTE

Making a Bank Account inactive should remove it from the Define Vendor Pay Only From Bank options

Currently, when you make a bank account inactive, it can still be the option for a vendor as the Pay Only From Bank. This can cause issues if you then try to create an invoice for the vendor or have a recurring invoice you would like to cancel. By...

almost 2 years ago in 0 Under Consideration

7 VOTE

1099 eFile by form

The current compilation and eFile generated by AgilLink is an all or nothing making it so that all 1099 forms are included in the file even though each form has a different due date. This forces us to efile all forms before the actual due date

over 1 year ago in 0 Potential for future consideration

3 VOTE

child invoice after partial pymt should go back into review

If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.

7 months ago in 1 Potential for future consideration

19 VOTE

Transaction Audit Report

Count of Transactions by Client/Group for a date range (e.g., total checks, deposits, journals, etc.) Count of Transactions by User for a date range (showing which clients were worked on and totals of checks, deposits, journals, etc.)

over 3 years ago in 0 Under Consideration

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