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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 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...

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Showing 1808 of 1808
Add the ability to login to the mobile app using Face ID
about 2 years ago in  0 Potential for future consideration
Default coding should allow for default descriptions per GL as well as GL specific 1099 coding
about 2 years ago in  0 Potential for future consideration
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.
about 2 years ago in  0 Potential for future consideration
Please add a search function by vendor ID, not just vendor. There are often several vendors by the same name, searching by the vendor ID would not only help with sorting, it would help save us time.
over 4 years 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
about 2 years ago in  0 Already exists
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"
about 2 years ago in  0 Already exists
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...
about 2 years ago in  0 Under Consideration
We should be able to duplicate a vendor from one client to another client
over 5 years ago in  0 Under Consideration
I want to setup my system to only require signature passwords on check reprints.
about 1 year ago in  0 Potential for future consideration
We pay credit cards that have about 100+ lines which we code per user with the same code. For example user 1 is coded to gift - daughter A, user 2 is gift - daughter B. It would save us time if we can populate the excel file with the codes already...
about 1 year ago in  0 Potential for future consideration