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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 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.

AgilLink

Showing 1813 of 1813
Include Open AP Invoices on Liquidity Reports with multiple dates
8 months ago in  0 Potential for future consideration
Would like the ability to print a Graphic Form version of the 1096
over 6 years ago in  0 Removed
As it is now, invoices that are ready to pay or be released are still seen in the "pending" folder, along with invoices that have not yet completed the approval process. The ready to pay/release invoices show the bookkeeper(s) as the "approvers", ...
over 2 years ago in  0 Already exists
To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...
almost 2 years ago in  0 Removed
When recording a payment, the bank account is greyed out after inputting a vendor name. Have to reset or delete the payment entry in order to change the bank account.
about 2 years ago in  1 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 ...
over 5 years ago in  0 Under Consideration
All you have is the Vendor Report, Chart of Accounts Listing, and the Budgets Report. There should be a list option for everything, especially levels, bank accounts, recurring invoice definitions, credit cards, payors, commission tables, and workf...
over 5 years ago in  0 Under Consideration
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 ...
over 1 year ago in  0 Under Consideration
When uploading a credit card statement using Define Credit Cards/Manage Statements, there seems to be a character limit for the transaction descriptions. This limit often cuts off crucial parts of transaction descriptions, like passenger details &...
about 2 years ago in  0 Under Consideration
Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...
8 months ago in  0 Potential for future consideration