Pinned ideas

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...

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.

All ideas

Showing 1837 of 1837

4 VOTE

Add a back button to the Enhancement Ideas page when viewing ideas

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...

12 months ago in 0 Potential for future consideration

12 VOTE

Making corrections to pending invoices - return to same invoice

After you make a correction to a pending invoice, you need to "submit" it. Instead of coming back to that same invoice, it moves to the next pending invoice. You have to hit return and find the invoice again. Agilink is slow enough, that this adds...

almost 3 years ago in 0 Potential for future consideration

2 VOTE

During approvals, each line of the Details tab should be numbered matching the line number on the Invoice tab.

Since we mostly review on the Details tab, if there was a number for each line on this tab and we switch to the Invoice tab, we can easily locate the line to make the necessary change.

6 months ago in 0 Potential for future consideration

6 VOTE

Combined Income Statement using Levels

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

over 1 year ago in 1 Under Consideration

8 VOTE

Allow for intercompany journals on auto bank rec transaction recordings

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

almost 2 years ago in 0 Already exists

4 VOTE

Organize Transfer Templates dropdown list alphabetically

The dropdown list to select Transfer Templates is organized based on when the template was created. Organizing alphabetically will make it easier to identify the correct template to use. This would benefit any client with a long list of transfer t...

12 months ago in 0 Potential for future consideration

1 VOTE

Journal Item number not provided through the To Enter Journals menu

When you enter a journal through the Tasks > To Enter > Journals menu, after you hit submit, it does not provide the Journal Item number. Or it may appear Quickley then disappear.

3 months ago in 0 Potential for future consideration

2 VOTE

Future Date ACH That Process on Said Date and Not Before

Currently if a transaction is future dated the funds are withdrawn immediately and then paid to the recipient on the requested date. Users would like the ability to schedule releases/payments for future dates but not have the funds taken out till ...

6 months ago in 0 Potential for future consideration

7 VOTE

Hyperlink to newly created transaction

When submitting a new transaction, AgilLink provides a success banner with the transaction ID. it would save time if the banner contained a hyperlink to the transaction to pull it back up vs. having to enter it manually

over 1 year ago in 1 Under Consideration

7 VOTE

Remove Inactive and closed accounts from Displaying on AgilLink Home Page

The Home page is showing balances of an account that is closed at CNB and has an Inactivated status in AgilLink

over 1 year ago in 0 Under Consideration

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