At the moment, when sending a Bill Pay Epay, no other information is transmitted as part of the payment. There could be situations where a vendor requires notes or description/addenda to be added to the payment to convey the proper client is paying.

It would be really nice to be able to type in a number instead of a date in the due date section of an invoice. For example, sometimes they say they're due in 15 days so we would type 15 instead of counting it out.

Users are concerned with the error messages when approving invoices because they do not describe the problem and do not allow them to resolve the issue. Users receive generic error Unable To Perform the Operation but if they go into the transfer i...

Firm setting to enforce credit card accounting mode to create an invoice so it goes through workflow.

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...

The option should be in two places: Firm Settings Page (to set a global default for all clients/bank accounts) Bank Definition (that overrides the firm-wide setting) This is currently an option in Legacy: Bank Definition - Field 32

Would like the ability to upload payors from Legacy similar to the vendor upload. This would save them time with fresh setup.

It's important to have control over the banking information attributes like SWIFT code and presently you have to either lock everybody out of e-pay maintenance altogether for vendors or lose all control of SWIFT codes (which are shared for the ent...

Currently Online Banking Status Notifications "No Notification, Action Required, All Statuses" apply to all clients the user has access to. A user should be able to define which clients/accounts this should apply to. I have access to all accounts ...

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