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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 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...

AgilLink

Showing 1809 of 1809
Can you please add a way to scan directly into Agillink like there was in Datafation Imaging Helper? It's crazy to have to scan into a different program and then have to drag and drop into the system. Thank you!
6 months ago in  0 Potential for future consideration
Please allow users to print blank deposit slips from AgilLink.
10 months ago in  0 Potential for future consideration
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.
about 1 year ago in  0 Potential for future consideration
I believe we need a way to either reopen a cancelled AR invoice or a way of changing the cancellation date. At the moment, if an AR invoice is cancelled with the wrong date, the books are off in regards to the AR GL account. Allowing the change of...
6 months ago in  0 Potential for future consideration
Just a suggestion to include additional information for vendors under "1099 Payments" tab when you go to "Define vendors" and select a vendor to view their profile. For recording purposes - please include the "Federal Tax Classification of the per...
over 1 year ago in  0 Potential for future consideration
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...
7 months ago in  0 Under Consideration
When entering several invoices in a row, it is easy to miss a high priority note since it is on the "details" tab instead of the invoice tab. High priority notes should be saved with or next to the comments.
over 1 year ago in  0 Potential for future consideration
add column with "Lock" status on Client Status report
over 1 year ago in  0 Under Consideration
The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.
about 1 year ago in  0 Potential for future consideration
It would be helpful if we could see time scanned in the inbox instead of just the date.
over 1 year ago in  0 Potential for future consideration