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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...

AgilLink

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Add a cropping tool to image uploads.
over 1 year ago in  0 Potential for future consideration
Currently the ledger report separates transactions coded to levels or not for the same GL and gives separate totals for all. the ability to consolidate these and get one total with a level description column would save time for clients looking to ...
over 5 years ago in  0 Under Consideration
In search images and transactions, finding the "search all categories" is not intuitive as it is buried in the "Advanced search" option in the bottom of the page. Develop a way to make the more obvious or perhaps make it its own page.
over 5 years ago in  0 Already exists
Deposit history by client as well. When you access these pages the lists are not organized in any fashion. You may sort the list alphabetically by clicking the arrows for the columns, but sorting alphabetically by default would help greatly when l...
over 1 year ago in  0 Potential for future consideration
We were able to do this in legacy - I would like to recode some deposits, but they have been reconciled; we used an incorrect tax code and need to fix tax allocation; it appears that the deposit will need to be un-reconciled to do this. we don't w...
over 1 year ago in  0 Potential for future consideration
Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?
almost 4 years ago in  0 Already exists
this makes referencing past reccuring payments/deposits a lot easier =, and this functionality is available with your competitor (QBO) so having this will give AGL an advantage
over 1 year ago in  0 Potential for future consideration
Allowing the vendor's banking details and the email contact will allow you to double check the payment info and contact info is still correct in the To Enter process. Right now, you have to go into the vendor set up prior to entering to even see t...
over 2 years ago in  0 Under Consideration
Please enable a feature to sort invoices by Repetitives, Credit Cards, or General Invoices
over 1 year ago in  0 Potential for future consideration
Ability to view but not edit addtl payment info for vendors. Some users cannot enter but must verify this info.
over 1 year ago in  0 Potential for future consideration