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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

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I WORK IN MULTIPLE ITEMS AND THE TIMEOUT FEATURE IS TERRIBLE, AT LEAST MAKE IT AND HOUR
over 4 years ago in  0 Removed
don't need to review these items since it is under $600
over 5 years ago in  0 Under Consideration
I checked the box for “Show time and date in footer” however, it only time and date stamps when I select the PDF export option. This is a current limitation in AgilLink. Please accept this enhancement request to get the footer information listed v...
about 1 year ago in  0 Potential for future consideration
No description provided
over 5 years ago in  0 Under Consideration
Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?
about 1 year ago in  0 Under Consideration
When splitting a credit card to an entity that uses levels, the title of those levels should show up (instead of the standard Level 1, etc.).
over 2 years ago in  0 Potential for future consideration
One should be allowed to make a partial payment in the Manage Payments section. Some of our clients write manual checks for a portion of an invoice total and will pay the remaining balance later. They pay multiple invoices on one check so we need ...
over 3 years ago in  2 Potential for future consideration
Want a report of deposits done on a day not based on the accounting date, but entry date
over 2 years ago in  0 Potential for future consideration
Certain users should be allowed to view the bank definition page, but not have the ability to create bank accounts, or make any changes to the definition. Users can currently view the entitlements page without being able to check off entitlements,...
about 1 year ago in  0 Under Consideration
Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...
about 1 year ago in  0 Potential for future consideration