Some clients pay the same vendor under multiple accounts. We may want to know how much they pay them total, but being able to differentiate which vendor is which without needing to run multiple searches would save time

Please include the Image ID number along the top of the image

In legacy there is a Feature on the third page of the Vendor Entry screen to "make payable to vendor ID". This feature allows users to have the original vendor show up on the invoice for accounting purposes as the end recipient of the payment whil...

It is extremely useful to be able to export GL data to excel in a csv type format that allows for easy sorting, by account number, vendor, payor/payee, etc. See example export attached. This allows for using the filter excel setting, vlookup formu...

When you go to Reporting – General – Budget Report, you can run each revision, and it will show you the actual budget (but there is not currently a way to search what budgets were created, when it was created and/or revised, and see the descriptio...

Update the fonts on the check face to be uniform. Currently vendor font doesn't match client name.

In all cases when using the book button in Auto Bank Rec, the firm wants a default check number, so set the default value to YES

We need a secondary signature for checks above 10k and will not allow there to be optional users and mandatory user

Would be great if the main browser displayed the session clock for inactivity.

When a payment is received, have a drop down to select whether a deposit is an incoming wire, ach, check or other. Only 'checks' will print deposit slips. I've made some deposits by uploading an image that are supposed to be ACH payments and forge...