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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 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 ...

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to view items disappear from all inboxes when one user views an item. The item should remain in all inboxes until the individual viewers clear it from their own inboxes
over 3 years ago in  0 Under Consideration
When you login and try to upload images (or go to a specific tab), and a client has not yet been chosen, an error comes up stating that "You are not authorized to access this function." It would be great if the error could be removed (as it is con...
over 3 years ago in  0 Under Consideration
When trying to delete a deposit the clear date will be blank but the item is still included in an auto reconcile, thus adding extra steps for us to delete deposit. We should be able to remove the clear date, submit, and then delete.
over 3 years ago in  0 Under Consideration
Custom logos. It would be great to run this enhancement as a letter that coincides with bank account balance as of x date sorted by client group. summarizing the month end bank balances from the prior month all in Agilink instead of having to inpu...
over 3 years ago in  0 Under Consideration
CLICK A SYNC BUTTON FOR CREDIT CARD ACTIVITY TO DOWNLOAD. SAME AS IN WHAT QB HAS BEEN DOING.
over 3 years ago in  0 Under Consideration
ability to send email invoice directly in the system with a REPLY to the contact person @ company. (like quickbooks) Right now when you use the email function from agillink, it sends from the noreply datafaction email & doesn't cc or give the ...
over 3 years ago in  0 Under Consideration
Currently in the biller info, you can only add an email address. Would be good to have a contact name so that if anyone has questions or has to call, they can have a person to ask for. Sometimes that isn't clear with just an email address.
over 3 years ago in  0 Under Consideration
To have a reference line or general subject line for invoices. This would help to identify general topic where applicable to the invoice. Internal & external benefits.
over 3 years ago in  0 Under Consideration
No description provided
over 3 years ago in  0 Under Consideration
If you run a P&L with multiple columns that include prior period data, and the total of that row equals $0, the report will not run unless you check the box that says "include zero line items." The report should also look for data in the colum...
over 3 years ago in  0 Under Consideration