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PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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

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Is there anyway to increase the number of characters in the description line? There’s no way we can properly bill with only 100 characters. I cannot even use multiple lines as it requires quantity and unit price to be greater than 0. This is a ser...
almost 3 years ago in  1 Potential for future consideration
Prevent journal entries from making adjustments to reconciled cash accounts. Or at least create a warning that the journal entry is impacting a reconciled bank account.
12 months ago in  0 Potential for future consideration
Want a report of deposits done on a day not based on the accounting date, but entry date
almost 2 years ago in  0 Potential for future consideration
In Datafaction, we were able to directly paste multiple lines of data from Excel into the coding section of journals/invoices. This essential feature is missing in AgilLink and would provide a valuable alternative on days when Journal Upload does ...
about 1 year ago in  0 Potential for future consideration
Add a cropping tool to image uploads.
about 1 year ago in  0 Potential for future consideration
Add GL coding to the list of invoices to approve in the 'to approve inbox' and for quick approvals. This request is from John at site 10039.
about 6 years ago in  0 Potential for future consideration
Deposit history by client as well. When you access these pages the lists are not organized in any fashion. You may sort the list alphabetically by clicking the arrows for the columns, but sorting alphabetically by default would help greatly when l...
about 1 year ago in  0 Potential for future consideration
We were able to do this in legacy - I would like to recode some deposits, but they have been reconciled; we used an incorrect tax code and need to fix tax allocation; it appears that the deposit will need to be un-reconciled to do this. we don't w...
about 1 year ago in  0 Potential for future consideration
When users login via the mobile app the system does not record their login. In the user logs it only shows last login for the site and not the app.
about 2 years ago in  0 Potential for future consideration
One client in particular will put off approving invoices for quite a long time. They don't reject, but place invoices on "hold" and add notes. In order to reply to the questions in a more timely manner - therefore, getting these invoices approve, ...
about 2 years ago in  1 Potential for future consideration