ADD A NEW IDEA

Pinned ideas

View all
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.
Share feedback 0
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...
Share feedback 0

All ideas

    Showing 1842 of 1842
    I have to view all clients to see which invoice I entered. Takes to long I only want to see what I enter. I enter invoices for other bookkeepers to help out when is needed. I only want to see invoices that I enter when releasing , in pending, or t...
    almost 4 years ago in  0 Potential for future consideration
    If the current ledger balances could be integrated with the chart of accounts this would be a huge time saver. Constantly having to pop into another screen and run GL reports to ensure we're coding something properly is time consuming. For example...
    12 months ago in  0 Under Consideration
    It is time consuming to click on the split icon with your mouse. If we can access the split feature with our keyboard instead, it would be a huge time saver on credit cards that contain a lot of splits.
    almost 6 years ago in  0 Potential for future consideration
    The user paying the invoice does not have the ability to determine whether a laser signature is printed, I should be able to determine that during the workflow
    almost 2 years ago in  0 Potential for future consideration
    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.
    almost 5 years ago in  0 Already exists
    There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks
    12 months ago in  0 Potential for future consideration
    Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.
    12 months ago in  0 Potential for future consideration
    just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...
    12 months ago in  0 Potential for future consideration
    Hello, not sure how to phrase this as I don't have access to Zenith any longer. We were able to create a Report and Zenith would generate an actual letter along with a total report including what you call the Cashflow report along with a standard ...
    12 months ago in  0 Already exists
    Updating account code & descriptions for multiple transactions at 1 time after being posted.
    almost 2 years ago in  0 Potential for future consideration