ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 0
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...
Share feedback 0

All ideas

    Showing 1837 of 1837
    When dealing with large invoices, it is sometimes more convenient to code out in excel then import, rather than to code out entirely in Agillink. However, when trying to import when the invoice # already exists as a repetitive, it currently throws...
    over 1 year ago in  0 Potential for future consideration
    We have a Bank Reconciliation custom category. After the bank rec is processed by an accounting assistant, it is then reviewed by the account manager who then adds notes if needed. It is then reviewed by the controller for final review. We would l...
    over 1 year ago in  0 Potential for future consideration
    SYSTEM WILL ALLOW TO DO JE, ENTER INVOICE, ENTER CREDIT CARD CODING ALL THE WAY THRU THE END AND WHEN YOU TRY TO SAVE IT ONLY THAN DOES IT TELL YOU THAT PERIOD IS CLOSED. CAN IT BE FIXED SO WHEN YOU PUT A DATE IN THE CLOSED PERIOD IT WILL LET YOU ...
    almost 6 years ago in  0 Under Consideration
    Provide us with a report for status on emailed AR Invoices. We send ar invoices via email in batches, and occasionally only a partial batch is emailed, and the rest fail to send. We have no way of knowing which emails/invoices failed to send
    8 months ago in  0 Potential for future consideration
    When journal entries are submitted from the To Enter Screen, it would be great if there was an option to print the journal report for that entry right there. We print all individual journal entries after submission, so a button to print it at the ...
    8 months ago in  0 Potential for future consideration
    In Imaging you can search cash receipt backup by “search terms” and by “Relationships” see image below. In Agilink we do not have those options to search in Deposit Backup.
    almost 6 years ago in  0 Already exists
    An option to have the ability to recode invoices (including credit cards) on an open period several times (same feature in Legacy) instead of creating an adjusting entry after one recode.
    over 4 years ago in  0 Potential for future consideration
    Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.
    over 1 year ago in  0 Potential for future consideration
    Approvers would like the routing and account numbers in the approval screen to stand out more. Could be a bigger font, a different color, etc.
    8 months ago in  0 Potential for future consideration
    Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...
    8 months ago in  0 Under Consideration