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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

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When making monthly partial payments on an invoice originating in a locked period, the partner has to unlock the books to allow the partial payment to be cut by staff, then the partner has to re-lock the books. This is a recipe for disaster as the...
8 months ago in  0 Potential for future consideration
Submitted by Sherlaine Jackson While approving a large batch of invoices, a client called her so she was inactive for a period of time in AgilLink. When she logged back into AgilLink since she didn't click the "CONFIRM" button, all the invoices sh...
about 5 years ago in  0 Potential for future consideration
We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...
over 1 year ago in  1 Potential for future consideration
We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...
over 1 year ago in  2 Potential for future consideration
Would like the ability to print a Graphic Form version of the 1096
over 6 years ago in  0 Potential for future consideration
The invoices that are created within the A/R module are simply unattractive and not well formatted. It feels unprofessional when i send to customers
over 2 years ago in  0 Potential for future consideration
Can we please have the option to edit which columns display in the search results? For example, I never need "Document Description" but I always need "Transaction Description."
8 months ago in  0 Potential for future consideration
Many users would benefit from being able to see the cardholder details in the credit card processing module because it allows for higher productivity when recording credit card activity, as we will be able to see who the cardholder is directly on ...
over 1 year ago in  0 Potential for future consideration
I'm really not a fan of the new report format as there is so much space between the header and the content. It makes it look very clunky in comparison to the concise old report format.
over 1 year ago in  1 Potential for future consideration
Please let us either size the columns in the search or allow us to remove the Document Description column. When some files such as wires come in with full details, it could include excessive detail that makes the Doc Description column extremely w...
8 months ago in  0 Potential for future consideration