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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 1809
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
If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...
9 months ago in  0 Under Consideration
Ability to expand or widen the detailed description field in the invoice screen to show full contents in field.
over 6 years ago in  1 Under 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 ...
over 5 years ago in  0 Under Consideration
Emails from AgilLink should have more options, I should have the ability to flag an email as high priority and include who the email was from (username) within the email vs. cc'ing the user
about 2 years ago in  0 Under Consideration
When a custom category includes a date field, the date field is no longer automatically formatting like it used to. I have to insert the full mm/dd/yyyy in order for the date to be correctly displayed on search results. The previous screen used to...
about 2 years ago in  0 Under Consideration
Add the ability to search images and transactions based on a keyword - similar to the functionality in outlook when searching for an email
about 2 years ago in  0 Already exists
There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks
9 months ago in  0 Potential for future consideration
Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.
9 months ago in  0 Potential for future consideration
just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...
9 months ago in  0 Potential for future consideration