Pinned ideas

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 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.

AgilLink

Showing 1756

2 VOTE

Include Vendor ID in Total Line

This ideal will help when creating Spreadsheets or compiling data directly relating to vendors if the reports need to be added to a pivot table or other functions.

over 1 year ago in 0 Potential for future consideration

4 VOTE

Custom reports

An end of month report we do contains the bank rec, cash flow, and bank statement. It would be nice to save this as a custom report and agilink will automatically put them together for specific period. This would be a huge time saver rather than d...

over 2 years ago in 0 Potential for future consideration

4 VOTE

Payments not entered as invoices to show up in Vendor History

Under Define Vendor, if you go to Previous Payment, nothing will show up in Last 12 Months, or All History if the payments to that vendor were entered as Payments, not Invoices. It would be very helpful if they would show up here without having to...

over 2 years ago in 0 Under Consideration

8 VOTE

Allow search of multiple vendors when searching invoice category

Currently you can only search one vendor at a time. Being able to search a few specific vendors during one search would save time.

over 5 years ago in 0 Under Consideration

1 VOTE

Add a feature to combine General Ledger Report with Doc ID'd Backup.

So I have occasional need to provide G/L reports to various people who then also would like or be able to take advantage of being able to see the associated backup that supports that ledger. In the attached example it would be nice to have the abi...

8 months ago in 0 Potential for future consideration

2 VOTE

enable additional search wildcard options in advance search

To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...

over 1 year ago in 0 Potential for future consideration

2 VOTE

Income Statement Net Income (Loss) Grand Totals using Levels

When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...

over 1 year ago in 0 Potential for future consideration

2 VOTE

Enable Bank Service

It would be helpful for AgilLink to give indication of what bank account is being referenced whenver attempting to enable a bank service. EX: A"ctivity Report can not be enabled for this bank. It is already enabled other on bank matching the same ...

over 1 year ago in 0 Potential for future consideration

3 VOTE

Ability to send link which takes user directly to "To Approve"

Currently, users may send a link to specific workflow items that need to be approved. Users should also have the ability to email a link which will take the recipient to the entire "To Approve" box

almost 2 years ago in 0 Potential for future consideration

8 VOTE

DONT ALLOW TO START POSTING IN CLOSED PERIOD

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 ...

over 5 years ago in 0 Under Consideration

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