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.

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...

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

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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If several different income lines are being coded out on a commissionable deposit (levels associated with different tours/legs/states, etc.), to have the ability to add multiple GL codes/levels to the vendors payment to match the correct expenses ...

If there was an ability to set up workflow by bank account, that would be incredibly helpful. This would be for cases where different users need to approve for just a specific bank account for a client/entity (production, client trust, etc.). Havi...