ADD A NEW IDEA

Pinned ideas

View all
PINNED Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
Share feedback 0 1
PINNED Agillink Bug: Manage Payments and Approved Invoices: Info Missing on Checks
Checks displayed on the Manage Payments screen are missing a return address and there's no check number displayed as well. Also, for approved, open invoices, address is being cut off. Client setup is correct. I've provided the relevant screenshots.
Share feedback 0 3

AgilLink

Showing 1756
auto payment reminders to the recipient on open invoices - statements
over 1 year ago in  0 Under Consideration
Submitted by Sherlaine Jackson While approving a large batch of invoices, a client called her so she was inactive for a period of time in AgilLink. When she logged back into AgilLink since she didn't click the "CONFIRM" button, all the invoices sh...
about 5 years ago in  0 Potential for future consideration
Please get rid of the double blink when selecting a client when uploading statements. Before this new update, it would only blink once and now it does it twice and not only does it hurt the eyes it is also slowing down the uploading process...plea...
over 1 year ago in  0 Under Consideration
We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...
over 1 year ago in  1 Potential for future consideration
When a change has been made to the vendor, it would be great if the notation could be shown towards the top of the Details tab. Currently, it only shows in the Invoice tab (which approvers do not approve from), or at the very bottom of the Details...
over 1 year ago in  1 Under Consideration
Setting up the 1099 on the deposit payor would be helpful so it auto-populates the vendor information when making deposits with commission withholdings. You could still have the check mark to override if not needed.
over 1 year ago in  0 Under Consideration
We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...
over 1 year ago in  2 Potential for future consideration
Would like the ability to print a Graphic Form version of the 1096
over 6 years ago in  0 Potential for future consideration
Dear Product Development Team, I am writing this email to propose a feature enhancement to our current Admin Dashboard. I believe this addition will significantly streamline our license management process and provide valuable insights to our ad...
almost 2 years ago in  0 Under Consideration
When reconciling a bank account, there is no report available which allows you to see what transactions have cleared for that bank statement. There's no way to determine if your discrepancy is with Deposits or Payments/Checks. Would be helpful to ...
about 5 years ago in  0 Under Consideration