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PINNED Request For To Complete Option on the Tasks Dropdown
Submitting idea on behalf of Gelfand, Rennert & Feldman, LLC, site code: 10131. Currently there's no "To Complete" option listed on the dropdown menu of the "Tasks" bar on the AgilLink homepage (attached screenshot for your reference). They wo...
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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Showing 1766 of 1766
Just as we can have an alternate address for 1099, please add the option to have an alternate name on the client for 1099 purposes.
about 2 years ago in  0 Planned
I'm deleting/adding several levels on a client to clean up how it looks. However, I got an error message that I cannot delete an item (that I thought was empty). It would be very helpful if the error message could state WHAT was deleted. I had to ...
about 1 year ago in  0 Under Consideration
When a user is being inactivated, the system does not stop or warn the admin if that user is still listed in workflow(s). It would be great if a pop-up could come up that would direct the admin to those specific workflows to remove/replace that us...
about 1 year ago in  0 Potential for future consideration
Clients want to know when the payment was made in relationship to when the invoice was received
about 6 years ago in  0 Under Consideration
When you are recoding an invovice with an adjusting journal entry, you can run into a situation with multiple lines where you can't see the Accounting Date field that is required. If you cannot see it and do not know it exists, when you hit submit...
7 months ago in  0 Under Consideration
Before AgilLink logs a user out for inactivity, it would be great if there could either be a sound or screen alert, so that they can choose to stay active and save/complete their work
almost 3 years ago in  0 Under Consideration
Notes added to any document specially invoices should not be allowed to be deleted. In Imaging your notes were permanent which is great for checks and balances, audit of process, etc
about 1 year ago in  0 Potential for future consideration
Ideally, we would be able to have a recurring invoice for an international wire, but if that is going to cause an error that makes the invoice not generate, don't let us set one up in the first place. If I set up a recurring invoice, I expect it t...
about 1 year ago in  0 Potential for future consideration
Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection
over 1 year ago in  0 Already exists
So you can see the codings in journal entries.
over 2 years ago in  0 Potential for future consideration