sometimes there are ach deposits or debits that we do not have backup for or the agent & client do not notify and our balances are off. would be easy to spot adjustments needed. when clients request balances, it is helpful to have this info re...

The recipient of the ACH, Wire or BillPay payment needs the invoice number I am paying added in the memo line. The check number I issue is not helpful in matching my payment to their open invoice.

Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...

DF had this filter/selection when running GLs and it was super helpful for big touring clients so we can easily see non touring activity vs general overhead.

Currently you have to drill into each EFT to get the approve button. Way too time consuming. Need a quick approval check box to approval all EFT's.

Not much explanation needed, this is the most basic doc type for a vehicle and is most commonly referenced for business managers, and should be added

Firm would like to know if we can please get the date box in the recurring screen to be adjustable? Sometimes they need to adjust this to a certain date to skip a payment or have it start on a specific day.

The user should be able to define a bank branch that can be used across all bank definitions created. Currently the only ones the system remembers are CNB bank addresses but the user should be able to create some. This would allow them to set up a...

could you allow a deposit skip?... sometimes i only want certain deposits to be together in a certain batch.... batch first 3, skip next two and then add two more to deposit slip

I cant find an option to reflect the basis of accounting (cash or accrual) on the financial statements that we are issuing.