When choosing a recurring invoice from the credit card entry screen it should pull in the recurring invoice description.

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 ...

When deleting a financial statement style, if that style is used in a Report Automation Template, then an error will appear that relays a SQL error, but is ultimately caused by that. On attempting to delete a financial statement style, it should a...

Links to view split credit card GL lines on a CC - AP invoice are disabled.

You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.

It would be extremely helpful to be able to click a number of invoices to select for e-mail (link or attachment) from the "To Approve" box. Often I want to send a batch, or one invoice to a client with questions/approval from my level -- or a batc...

New permission to allow users to deactivate a GL account without giving them the ability to create a new GL account

More and more vendors are now accepting/requesting credit card payments. For example we currently use our American Express each month to pay two different compliance companies. At the end of the year we should 1099 them. We are having to track and...

Document ID should have record of the reject note date and time left on the document. When an invoice is fixed, it deletes originally reason why it was rejected.

Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...