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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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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...
about 3 years ago in  1 Potential for future consideration
When splitting a credit card to an entity that uses levels, the title of those levels should show up (instead of the standard Level 1, etc.).
about 2 years 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
about 2 years ago in  0 Potential for future consideration
Please allow the fields to be selectable for the Search Images and Transactions. This would allow us to pick which headers appear and which do no, specifically the Description header.
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
I have to send the backup to the agent when printing the check - it would be helpful for the system to automatically print the scan of the source document
over 5 years ago in  0 Potential for future consideration
One should be allowed to make a partial payment in the Manage Payments section. Some of our clients write manual checks for a portion of an invoice total and will pay the remaining balance later. They pay multiple invoices on one check so we need ...
about 3 years ago in  2 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
Files are scanned as high quality OCR'd images in color. We have numerous documents/credit card statements that are larger than 50MB.
about 1 year ago in  0 Potential for future consideration
I need the ability to enter A/P invoices for clients and needs to set up a "no workflow required" rule to apply to manual checks payment method. These clients use workflow for all other payments as well. Currently, users can setup Manual Check pay...
about 1 year ago in  0 Potential for future consideration