User advised that there is no deposit history report she can run for a client by payor like there is with the invoice history by vendor. This would be very helpful when trying to locate deposits by payors and track commissions that are related to ...

User is constantly tasked with monitoring balances for all of her clients. Having to change the client code to be able to view the balances for each client, even grouped, rather than ALL clients is slow. A page where ALL balances of ALL banks for ...

The amount listed for each deposit should reflect the individual deposit amount and not the total ticket amount in search images and transaction

The managers and partners at our firm would like to be able to review the payrolls that are being run but we also want to save time by using the payroll import. There should be a way to setup a workflow for the PR Checks that are imported so that ...

Currently the only way to add payment info in the AR invoices is to add it in the "Notes" section. We would like to be able to reserve the "Notes" section for notes that we need to add to the invoice, not the payment information. Remittance info i...

if I'm looking at a ledger report and I drill down into a JE that was created through ICT, I should be able to find the other company's JE through related documents. Thanks!

If you create a EFT today 4/10/19, the transaction date will be 4/10/19. If the transaction requires release on Easi, and does not get released until 4/11/19. the system changes the effective date so that it will be processed by easi, but it does ...

Access for a profile/user to enter invoices for all of the companies clients to specific vendors. This is useful when we have transportation courier invoices that are distributed among what each clients has had mailed in and out the office.

When running commission and deposits reports, both reports print the deposits in a different order than the other report. We're only able to sort deposits by dates, amounts, and payors, not batch numbers. Commission reports are sorted by batch num...

Transfers differ from something like Invoices, Payments and Deposits in that there is no VOID or CANCELLED state; either the transfer exists AND was successful, or it does not exist. This kind of makes sense, as a transfer itself doesn't exist, an...