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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.
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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...
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    Showing 1837 of 1837
    Add additional Sort By option to sort the report by GL number
    6 months ago in  0 Potential for future consideration
    Zelle is becoming a bigger part of transactions for our clients. We would like Agillink to consider adding Zelle as a feature. Currently we must send a live check when someone is asking for a Zelle payment. Clients want us to bring this feature on...
    12 months ago in  0 Potential for future consideration
    No description provided
    about 1 year ago in  0 Potential for future consideration
    There needs to be more clarity on how and why the error, Invoice ID Already Exists occurs, as there's no indication in AgilLink currently.
    about 1 year ago in  0 Under Consideration
    Users Would like to run an Income Statement on Level 3 and have it include Levels 1 & 2 set to ALL. Currently users must choose a specific Level 1 & 2
    about 7 years ago in  0 Already exists
    This will make it easier to trace a transaction.
    6 months ago in  0 Already exists
    Currently The notify option only allows for the selection of one user. The ability to select multiple users to receive email notification would be helpful for firms who need to notify multiple users
    over 1 year ago in  0 Under Consideration
    Add ability to use the 1099 codes and vendor assignments on the JE Upload template
    about 3 years ago in  0 Removed
    One of our client has mutiple crew member using the same Amex card and when it is time to allocate business expenses we have to look in the statement to figure out which member was using so that we can determine if that is a business exps or not. ...
    about 2 years ago in  0 Potential for future consideration
    To receive email notifications in the AP Approval process when anyone in the Approval chain leaves a comment. This is helpful when a client adds a note to an invoice. There is currently no alert to notify anyone if a comment has been added.
    over 2 years ago in  0 Potential for future consideration