If red font was used for any negative balances on the home page, it would be easier to manage bank accounts.

It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...

I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the i...

Add a column to invoice register open AP report to show/sort invoices by payment bank

Should the client have a sweep checking account, it's currently very difficult to see sweep account balance vs the actual balance in the account. Having a separate line item to show the sweep account balance vs actual balance will be very helpful.

If a deposit is posted and coded to a G/L account - you cannot update this deposit to be applied to an A/R Invoice instead. You have to delete the deposit and re-enter it. You should be able to edit the deposit without having to start from scratch.

Give users the option to include the detail description on the cashflow report. Several firms feel this would be beneficial when providing this report to the end client for review as they utilize the detail description on GL breakouts.

We would like to be able to have more than one Drill Down Window at a time. Right now it appears that you can only have one drill down window and the main screen is then grayed out, not allowing us to compare drill down pop-up windows.

While there does exist the payment register report and payments by client report, there isn't a dedicated report for check counts issued on a monthly basis.