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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 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...

AgilLink

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Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...
about 1 year ago in  0 Potential for future consideration
Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.
over 2 years ago in  0 Under Consideration
When approving checks, I will maximize the screen and with each click it goes back to not full screen.
2 months ago in  0 Potential for future consideration
it would be amazing to be able to recode an entire block code to another code. for example if i have 30 invoices coded to personal expenses sundry, it would be nice to be able to mass recode all 30 to another code instead of going one by one to ea...
about 1 month ago in  0 Potential for future consideration
Users in international time zones should be able to be assigned the correct time zone so that notifications are sent at the desired times.
about 1 month ago in  0 Potential for future consideration
Would like to have this report when doing Reconcile-Standard bank recs.
3 months ago in  0 Potential for future consideration
When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.
21 days ago in  0 Potential for future consideration
When user pulls historical search it does not display all options but instead just the top 50 or so. This cuts off seeing all their data or searching for specific info. Please add pages to the bottom of Historical Search.
21 days ago in  0 Potential for future consideration
Unique email address to provide to vendors to send invoices and bills so that it is delivered directly to AL inbox, and does not clutter work email inbox, where things can get lost. For invoices that end up in our email we can forward to this AL e...
about 1 month ago in  0 Potential for future consideration
have the ability to select all recurring invoice templates and place them inactive as a batch.
2 months ago in  0 Under Consideration