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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 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...
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Editing journal entries that are already “viewed” doesn’t reset the view/fyi process. Defeats the purpose of reviewing things if they can just be changed at any time.
almost 3 years ago in  0 Potential for future consideration
There's an option to add website information when defining a vendor, but you can't easily access it when preparing an invoice. It's currently not worth using when you have to stop preparing and go into "Define Vendors" just to see it
almost 3 years ago in  0 Potential for future consideration
When running reports in view detail mode to output to PDF it leaves out all the rollup accounts. This issue also occurs when running Report Automation. The workaround is to output in view mode then print to PDF each report manually.
almost 3 years ago in  0 Potential for future consideration
Add a new option to only add the currency sign on the first line of each section of the financial statement. Currently you can only do first line and totals.
almost 6 years ago in  0 Potential for future consideration
When exporting the cash flow report (description on separate column) to Excel, the description line is not aligned with the payee or net amount line. I need to manually fix each entry before being able to send this report out to clients
almost 6 years ago in  1 Potential for future consideration
When I export a report like the invoice register to excel and try to print, I have to redo the margins each time to ensure it prints properly. The left margin is always set to .25 and the right is set to 0
almost 6 years ago in  0 Potential for future consideration
Could we enable to review approvals on the app for internal users Account Managers?
almost 3 years ago in  0 Potential for future consideration
can we get a vendor selection to run this report for a single or multiple vendor option?
almost 3 years ago in  0 Potential for future consideration
Workflow – can we get the ability to search with wildcards on template option ie (GS-]) for searching.
almost 3 years ago in  0 Potential for future consideration
If a user checks the Yes button for Use next Payment number, the button should remain checked for the session that the use is in. Currently after submitting a payment, the user has to select use next payment number each time.
almost 6 years ago in  0 Potential for future consideration