Pinned ideas

PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels

Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...

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 565

13 VOTE

Clarify whether the "Check Amount Summary" of the search images and transactions screen is displaying the sum of all the invoice checks displayed, or the individual checks

In AgilLink, users may opt to pay multiple payments for the same payment method and vendor with one check, as opposed to one check for each invoice. For example, if a client had three invoices of $50 for Home Depot with payment method check, a use...

almost 2 years ago in 0 Under Consideration

13 VOTE

When grouping multiple ACH payments for one vendor to one payment please include each invoice description on the ACH E-mail Notification for each invoice.

Currently only one invoice description is shown on the ACH e-mail notification the vendor receives.

almost 2 years ago in 0 Under Consideration

8 VOTE

Hyperlink to newly created transaction

When submitting a new transaction, AgilLink provides a success banner with the transaction ID. it would save time if the banner contained a hyperlink to the transaction to pull it back up vs. having to enter it manually

about 1 year ago in 1 Under Consideration

2 VOTE

Improved UI for Defining Client List

It would be helpful to have additional filters or features when defining a client list. There are times when we would like to run report automation across entities based on the proto or clients. Can we get a button that pulls in all entities based...

4 months ago in 0 Under Consideration

7 VOTE

Remove page numbers from Auto Bank Rec reports

We run the Auto Bank Rec reports for all the bank accounts on a set of books, and save the bank rec reports for each account in AgilLink under a Bank Rec category. When we run the report for all bank accounts, all the reports are in 1 pdf and ther...

about 1 year ago in 0 Under Consideration

17 VOTE

Cash Flow – Editable Report Title

Cash Flow – the ability to insert your own name or maybe the option for the Firm settings to set the Cash Flow descriptive name other than “Statement of Deposits and Payments”

over 2 years ago in 2 Under Consideration

4 VOTE

On Hold Section

It would be helpful to separate On Hold from invoices needing approval. Without this, I'm having to open up invoices in To Approve to see what truly needs approval or is waiting on new information.

8 months ago in 0 Under Consideration

15 VOTE

Automatically Email Wire Confirmations

Would be great if we could add an email/emails as we process as wire or ACH so that when released and the system confirms a successful transfer, AgilLink automatically sent a notification that it was processed successfully. Could save time for rea...

over 2 years ago in 1 Under Consideration

11 VOTE

Need Paid AR invoice report

Need a new report to display all the paid AR invoices within a specified period. Data should include Client, Customer, Invoice #, Original Amount, Paid Amount, Balance, Deposit #, Date

almost 2 years ago in 1 Under Consideration

12 VOTE

Report Automation - non-auto bank reconciliations

It would be helpful to be able to add any kind of reconciliation to the automation report. Manual bank rec have to run separately and added to our reports package

almost 2 years ago in 0 Under Consideration

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