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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 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.

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It will help you quickly identify specific line items or codes that you want to edit without having to go back to the Details tab for reference.
over 1 year ago in  1 Potential for future consideration
We have many documents or investments which are larger files and they cant be uploaded. please advise!
over 6 years ago in  0 Potential for future consideration
The client wants to sign certain vendor checks and not others. If a check prints out without a signature - we know to sent to the client to sign. If the check prints out with a laser signature then we know we can mail directly to the vendor.
almost 2 years ago in  1 Potential for future consideration
Please unlock the Check Date field on a payment previously entered, so that this can be changed if needed. Currently the only way to change a check date is to delete and re-enter the transaction.
over 1 year ago in  1 Potential for future consideration
Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be ef...
almost 2 years 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
often the issue arises where a vendor was set up to pay only from a certain bank but with enough time the vendor can become stale and having to exit out of the invoice to define the vendor to unselect the pay only from bank box is a hassle. please...
almost 2 years ago in  0 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 transaction number for credit cards won’t be there because they aren’t treated as transactions in AgilLink until they’re processed as an invoice or journal (depending on your setup). We don’t have a concept of linking to a credit card transact...
8 months ago in  0 Potential for future consideration
Add the ability to search images and transactions based on a keyword - similar to the functionality in outlook when searching for an email
almost 2 years ago in  0 Potential for future consideration