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 Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

All ideas

Showing 1011
Client would like to be able to view the journals that affect the cash associated with the bank account
almost 7 years ago in  0 Potential for future consideration
The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow
over 1 year 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."
9 months ago in  0 Potential for future consideration
Updating account code & descriptions for multiple transactions at 1 time after being posted.
over 1 year ago in  0 Potential for future consideration
When copy/pasting a client's approval of an invoice, the original format (paragraph, spacing) should be maintained (see before/after attached)
over 4 years ago in  1 Potential for future consideration
attached is my support ticket with details
over 1 year ago in  0 Potential for future consideration
when i am looking for history, i have to go to so many places to see invoices that have been paid, invoices that have been entered and pending payment.... can we see this in vendor profile and just color code the ones that are sitting elsewhere.. ...
about 3 years 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...
10 months 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...
10 months ago in  0 Potential for future consideration
If a recurring invoice has an expiration date, add a notify me option when the recurring is getting close to expiration to ensure that user has confirm if recurring needs to be extended or allowed to expire.
over 2 years ago in  0 Potential for future consideration