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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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How can you get the Agillink Ledger Report to show the "printed period totals" For example: If I am printing the Ledger report for April to June it should give me ledger activity totals for both Debits/Credits then the closing balance, not the clo...
about 3 years ago in  0 Removed
User are able to code to 1099s on journals that were generated via the credit card module. These items don't show up on the transaction report and don't get calculated (by design). Can we not allow users to code at all or add a pop up letting them...
7 months ago in  0 Potential for future consideration
When running the AP Open Items reports, rather than running by individual client it would be most helpful if we could run as a client group.
about 1 year ago in  0 Potential for future consideration
Just some simple information by login (for an administrator) to determine how many invoices have been entered, checks written, achs sent etc over a particular period. By month is ideal. It would add insight for how many employees you might have to...
over 5 years ago in  2 Already exists
For example, if you search Deposits for a calendar month period to review them and start at the top of the list, there's no way to get to the next one without entirely closing out and it's difficult to not lose your place.
over 1 year ago in  0 Under Consideration
Legacy Gap - Memorize last used transaction description for an existing payor. Example: a bookkeeper can easily know that based on the last description (i.e. "payment 5 of 20"), the new deposit transaction description would be "payment 6 of 20"
about 5 years ago in  0 Potential for future consideration
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...
over 2 years ago in  0 Under Consideration
Currently AgilLink doesn't have a report that shows what financial period calendar clients are currently using. This would be helpful in the event a user needs to change calendars quickly.
10 months ago in  0 Under Consideration
No description provided
over 6 years ago in  1 Under Consideration
Provide an option to generate a report of bank accounts with bank name, description, account & routing numbers, signatures assigned, GL accounts assigned, etc. This is especially helpful during new setup to determine where you left off. In add...
over 6 years ago in  1 Already exists