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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.
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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.
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AgilLink

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Firm setting to enforce credit card accounting mode to create an invoice so it goes through workflow.
over 5 years ago in  0 Potential for future consideration
Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...
almost 2 years ago in  0 Potential for future consideration
Currently the deposit screen is locked down and cannot be edited.
almost 2 years ago in  0 Potential for future consideration
In Legacy you were able to update the date on an old substitution without having to pick all the options over again. Greg from AGS would like the ability to do that in AgilLink after a delegation gets created for the first time. Having the ability...
over 3 years ago in  0 Potential for future consideration
No description provided
almost 2 years ago in  0 Potential for future consideration
Currently this is a required field.
almost 2 years ago in  0 Potential for future consideration
would like an option to put dollar signs on the first and last amounts of a report only.
over 5 years ago in  0 Potential for future consideration
Some users find it annoying when the "next" image (in To Enter > Invoices, for example) automatically opens.
over 5 years ago in  1 Potential for future consideration
Have the ability to add more than 3 lines to the Chart of Accounts GL's, so that users can add more client-specific detail (purchase dates, locations, stock purchases, refinance information, etc.)
almost 2 years ago in  0 Potential for future consideration
Global BM would like a split all documents feature when scanning in deposits to process. Instead of splitting the batch one by one they would like to have it be able to split all at once.
almost 6 years ago in  0 Potential for future consideration