Skip to Main Content
ADD A NEW IDEA

Pinned ideas

View all
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 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.

AgilLink

Showing 992
When users are entering stop payments in AgilLink the "Send to Bank" option should be checked by default.
almost 2 years ago in  0 Potential for future consideration
This ideal will help when creating Spreadsheets or compiling data directly relating to vendors if the reports need to be added to a pivot table or other functions.
over 1 year ago in  0 Potential for future consideration
An end of month report we do contains the bank rec, cash flow, and bank statement. It would be nice to save this as a custom report and agilink will automatically put them together for specific period. This would be a huge time saver rather than d...
over 2 years ago in  0 Potential for future consideration
So I have occasional need to provide G/L reports to various people who then also would like or be able to take advantage of being able to see the associated backup that supports that ledger. In the attached example it would be nice to have the abi...
8 months ago in  0 Potential for future consideration
To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...
over 1 year ago in  0 Potential for future consideration
When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...
over 1 year ago in  0 Potential for future consideration
It would be helpful for AgilLink to give indication of what bank account is being referenced whenver attempting to enable a bank service. EX: A"ctivity Report can not be enabled for this bank. It is already enabled other on bank matching the same ...
over 1 year ago in  0 Potential for future consideration
Currently, users may send a link to specific workflow items that need to be approved. Users should also have the ability to email a link which will take the recipient to the entire "To Approve" box
almost 2 years ago in  0 Potential for future consideration
An option to have the ability to recode invoices (including credit cards) on an open period several times (same feature in Legacy) instead of creating an adjusting entry after one recode.
about 4 years ago in  0 Potential for future consideration
Our internal approvers don't have access to enter invoices and this is the only place they can search by division. Can this be added to the global search?
over 1 year ago in  0 Potential for future consideration