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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...
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 ...

AgilLink

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It would help when approving to have the detail window and the image window open in reverse order so the image window opens last and can be moved to a different screen keeping the detail window on the main screen in full window mode. Then as you h...
over 1 year ago in  0 Potential for future consideration
It would be helpful if the pop-up with the document ID was a link you could copy and paste into and email. The process sometimes is done by the AM sometimes the Bookkeeper. A concern is that if a Bookkeeper does it then the AM doesn't get notified...
almost 3 years ago in  0 Potential for future consideration
Would like the ability to include or exclude the following fields Bank Account Vendor ID Invoice Date Page number
over 5 years ago in  0 Potential for future consideration
when printing multiple checks with different dates the check number assigned should be in date order not alphabetically by vendor name
over 1 year ago in  0 Potential for future consideration
Being able to use the Arrow Keys to Freely move up & down in Invoices & Journals- when pressing down arrow if no line has been created, it would create a new line. This would make it more efficient to enter information in.
over 1 year ago in  0 Potential for future consideration
Currently if a client utilizes more than 1 level, a ledger report cannot be run without including the other levels. Example: Level 1 - Artist, Level 2 - Album, Level 3 - Song - The GL cannot be run on just level 1, without adding in "All" or speci...
over 1 year ago in  0 Potential for future consideration
Need to be able to split a deposit across multiple clients as one check can pay multiple invoices across more than one client
over 5 years ago in  0 Potential for future consideration
The use of levels may be desired over an expanded chart in the cases where there is simply one, or very few, GL codes involved but many "levels". In other words, as an alternative to hundreds of sub-codes in the GL. However, in order to avoid sepa...
over 1 year ago in  0 Potential for future consideration
It would be great if there was a choice between 7 days and 30 days in the Review Invoices inbox drop down menu. How about 14 days? A choice for 21 days would also be nice, but 14 would be really helpful.
over 1 year ago in  0 Potential for future consideration
When you go enter anything that requires an image – and forget to start in the “to Enter” section – it would be nice when the message “must upload an image to enter … - gives you an option that directs you to upload a document from the screen. The...
over 1 year ago in  0 Potential for future consideration