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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.
PINNED Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...

AgilLink

Showing 1756
Adding a run & save feature on this page would save a lot of time, in the case that customized reports need to be run on a regular basis for different customers.
almost 2 years ago in  0 Potential for future consideration
When running a Search based on entering a key word, I need a search on both the image description and GL description.
over 5 years ago in  0 Under Consideration
Ability to limit who can mark a repetetive as expired or inactive. Also the ability to send a notification to certain users if a repetetive expires or is marked inactive.
11 months ago in  0 Under Consideration
The AR aging report does not produce any results when I enter a custom date range of 90,180,360
almost 2 years ago in  0 Planned
The External user role should not be a separate view, it should be the same view an internal user gets. We should also be able to turn off the To Enter, and Pending inbox view for users. Clients don't need to see the work on "my desk"
almost 2 years ago in  0 Potential for future consideration
When splitting credit cards, I can only see the items that were split to the entity I'm currently reviewing. I need the option to see the full credit card statement and splits so I can ensure everything was coded/ split properly. I have to open to...
almost 2 years ago in  0 Under Consideration
A UI redesign of the Review Statements screen should place split coding on same screen and remove split coding pop ups so that users may view all split info without having to open several pop ups.
over 5 years ago in  0 Potential for future consideration
i need to replace images on entries that already cleared payment for Invoices.
almost 3 years ago in  0 Already exists
When you go to the Reporting->Cashflow Reports menu, it will list all the bank accounts for a client. Without checking each account manually, there is no way to know which accounts are inactive or active. We could have a column that just says a...
almost 2 years ago in  0 Potential for future consideration
When you make a bank account inactive, if you go to record a deposit or payment manually, you can select the inactive bank accounts. Since you do not set an inactive date on bank accounts, you should not be allowed to select those bank accounts on...
11 months ago in  0 Under Consideration