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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 ...
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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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AgilLink

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Add a column to show the commission percentage so users can easily see how the commission is calculated
about 1 year ago in  0 Shipped
When recurring bills generate they should go into the “to enter” section, not to review
about 6 years ago in  1 Shipped
Would like the deposit ticket to be defaulted as checked when a deposit slip is being generated.
over 6 years ago in  0 Shipped
There is no column showing status of active or inactive so you can't tell. If you run the status individually and select active or inactive, it's fine.
over 1 year ago in  0 Shipped
If one does a search to look for a specific invoice, the cancelled invoices with zero amounts show up which is confusing and makes finding the real transaction more difficult
about 6 years ago in  0 Shipped
Submitting for tracking purposes. FBMM reached out advising that routing number, 121145307 - Column Bank, is not valid in AgilLink and needs to be added.
5 months ago in  0 Shipped
It's cumbersome to remember to turn off deposit ticket. Make a firm setting or it should save you turning it off by session.
over 4 years ago in  0 Shipped
Add the ability to filter and sort the pending inbox by payment method and status (open, on hold)
almost 2 years ago in  0 Shipped
Users would like the option to edit AR invoices after they have been printed, without cancelling the AR Invoice.
about 6 years ago in  2 Shipped
Stops issues with the invoice having to go back through approvals, as it cannot print without the mandatory image replacement
over 3 years ago in  0 Shipped