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.

All ideas

Showing 1755 of 1755

7 VOTE

Alerts Display in Red

Have the "Alerts" display turn RED when there is an item pending in there; otherwise it could be easily missed.

about 6 years ago in 0 Potential for future consideration

5 VOTE

Edit Reccuring Definitions

Right now the only way to edit a recurring definition is from the enter invoice search screen. If you pull up a recurring invoice from the search images and transactions screen you are not able to drill in and edit the recurring definition.

over 4 years ago in 0 Potential for future consideration

3 VOTE

Ability to delete image from Edit Upload in To Enter inbox

As of now you can go into each image to update category, client, description, etc... but to delete it you must go back into the inbox and recall which image you clicked on to delete it. Would be great to delete directly from this pop-up

over 2 years ago in 0 Already exists

1 VOTE

show balances in each acct when approving invoices

Would it be possible to have a drop down or something to show the balances in each account rather than cumulative? It would be helpful to know if there are funds available in an alternate account (like a money market or savings) or if a dist from ...

11 months ago in 0 Potential for future consideration

2 VOTE

Commission report to include vendor name in commission table field when I have multiple commission distributions

No description provided

almost 2 years ago in 0 Potential for future consideration

2 VOTE

Confirmation After Printing Checks

When you print a check there's nothing that indicates if it successfully went through or not. A confirmation pop up saying something like "this check has printed" would help a lot for people who work remote and can't go phsyically look at the prin...

almost 2 years ago in 0 Potential for future consideration

2 VOTE

Journal Summary Option on Reports

The Include Totals by GL Acct option should not be checked by default

almost 2 years ago in 0 Potential for future consideration

3 VOTE

Scheduling Workflow Notifications For Specific Days

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...

over 2 years ago in 0 Under Consideration

2 VOTE

LIQUIDITY REPORT SHOULD HAVE SORT OPTION TO SORT BY G/L ACCOUNT DESCRIPTION

LEGACY HAD A DUE DATE FIELD ON GL ACCOUNT. IN AGILLINK WE HAVE TO EMBED WITHIN GL DESCRIPTION. IT WOULD BE HELPFUL IF WE COULD PREFIX OUR DESCRIPTION WITH DUE DATE AND SORT BY DUE DATE.

almost 2 years ago in 0 Potential for future consideration

3 VOTE

Have a professional looking wire confirmation. Refer to the wire confirmations in Business Suite or Treasury Net.

Wire confirmations in AgilLink are not very professional looking. Can something be created that resembles Business Suite and Treasury Net wire confirmations. See attached.

over 2 years ago in 0 Potential for future consideration

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