Add the Percentage Fee report in Report Automation

We are in need of productivity reports to assess client activity levels and employee workloads. It is important for management to be able to assess how our projected client work activity compares to the actual work being performed by the team. Alo...

ACH is sent out and on the Vendor they entered the e-mail address of the Vendor to notify them. But when the e-mail goes out it still sends the clients name as defined on the client setup as opposed to the Alternate name as they defined in the ban...

When a document is associated to a transaction and searched via the Document ID and no other category criteria, then the search results should return the associated transaction info in the results.

In the Transfer Funds Template page there is no distinction or filter for active/inactive templates. They all appear together in the dropdown list.

Have a report that an Admin can run, which would include abilities to include the following to filter (across clients/groups/users): Client name/code, transaction type, amount, bank, bank account, number of transactions, time periods, user who ent...

Accountants will benefit for this reports. We spend too much time printing each financial report (Balance Sheet, P&L, Schedules) per client and one client at the time. Same with the Cash Flows.

When I have several items in my pending inbox, it takes a very long time to load. Please load the inbox faster by either Defaulting the inbox to my active client or add pagination so that not all my invoices need to load at once

Since day one our firm has pretty much chosen to print the trial balance in excel. By doing this we are able to eliminate the three empty columns between description and amount. We are then able to print in portrait. It allows us to have a report ...

Would like to be able to upload the values for a levels once they are created on a client. For a touring client this can be a very tedious process.