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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...
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.

AgilLink

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when printing the 1099 report as a PDF it comes out as Portrait and cuts off the last two columns in a different page. Printing as landscape should be the default.
over 2 years ago in  0 Under Consideration
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
right now you have to search images that have no relationship and go into each separately and delete via tools. it would be super helpful and a time saver to be able to select as many as you want and delete all at once
over 2 years ago in  0 Potential for future consideration
I think a huge miss with this is not showing a previous statement balance and new statement balance. When we upload the statements for our credit cards and enter the transactions it's very hidden on the bottom that there is a balance off. It allow...
about 5 years ago in  0 Under 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
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
Please enable a feature to sort invoices by Repetitives, Credit Cards, or General Invoices
over 1 year ago in  0 Potential for future consideration