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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...

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Instead of support techs emailing the ideas link to the firms, add the link to AgilLink main page
over 7 years ago in  0 Shipped
The Deposit History by Client defaults to a single month, the default should be 12 months worth of data. The report should also sort by Client Name
about 2 years ago in  0 Shipped
Feature change to the Cash Flow report to allow grouping by GL code subcategory. Please see attached.
over 2 years ago in  0 Shipped
Ability to look up a client by code or client name in any field where a client can be selected
almost 3 years ago in  0 Shipped