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 ...

Provide the ability to hide the new Accrued Balance column on the AR Aging report. We provide this report to clients to see what is past due and reach out to the individual customers

Ability to add the option to include the Vendor/Payee Address to the (Invoice Reports) Payment Register Reports specifically.

I'd like to transfer money from one account (business) to another account (personal) for my client, the same way it can be done on the CNB website. It should be as simple as: Transfer from account: X Transfer to account: X Transfer amount: X Trans...

Add the check box to search legacy imaging in the expanded search window when entering transactions as well as in the document search choice

There are certain categories which become effectively useless if a user is not required to include a description (not a secondary field, the primary system enforced description). For example, those created for "backup", without a description at th...

from the "Categorize Documents" page, please add the ability to delete the entire document without having to go back to the "To Complete" screen. As it stands now, you can only delete page by page, which is time consuming, and even to delete on th...

Payments made for one, many or all clients showing client code, client name, date, payee, amount, check/pmt#, payment method, bank acct#, bank name, user making payment (with filter for payment method)