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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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1
VOTE
allow ability to hide categories available for selection in the associate image dropdown
there are many categories we do not use day to day and having the ability to clean up the options on that dropdown makes it so we can only have the ones we use regularly show up and hide the ones we rarely use and if we would need to use one we co...
0
Under Consideration
1
VOTE
add option to allow gl coding field to flow to CF report
currently the cf report has the option to have the description field of a deposit flow to the cf report or the full gl coding. i need for there to be the option of selecting only one or any desired number of the gl coding used for a deposit to flo...
0
Potential for future consideration
1
VOTE
disassociate the description field that currently serves as the check memo for a separate field and add a check memo field
QB allows changing the memo field at any time when using the an existing vendor. Agillink currently makes it so you have to go into the vendor profile and change the description (which is actually the check memo field) and essentially locking all ...
0
Under Consideration
2
VOTE
Allow roles to be assigned from the User Roles screen
Role adding and removal should be possible from the role screen. I’m currently having to go through 130+ user profiles one by one to adjust user roles. Would be WAY easier and time efficient if I could add or remove from the roles screen.
0
Under Consideration
2
VOTE
2
VOTE
ability to change the -noreply@agillink email message on the Adm firm site.
currently the no reply email tells users to contact Agillink, for our firm because we have an Agillink team we want user to let us know first. then if there is an issue we can't resolve - we will put in the ticket to AG. then helps AG reduce numer...
0
Potential for future consideration
4
VOTE
6
VOTE
The Ability to Anchor Levels
This enhancements to levels would be hugely helpful in a lot of situations, when clients are utilizing more than Level 1. This would create the ability to tie certain Level 2's or 3's to specific Level 1's or 2's, so that when many levels have bee...
0
Potential for future consideration
8
VOTE
Add an Invoice Status column to the Search Images and Transactions results for Invoices
When you do a search for invoices, you will receive results with Open invoices, closed invoices, paid invoices and cancelled invoices and not know which is which. While there is a status for the payments created by the invoice there is no actual s...
0
Under Consideration
5
VOTE