When reviewing statements, you should be able to change the payment method to automatic payment on the first page.

Ability to upload/import record payment/disbursements

Wondering if it’s possible in the future to add the backup to the cash flow report automatically. See attached Cash Report we send to one of our clients who want to see all the backup. Would be awesome if there was an option we could check that au...

The AR invoice notes are not being saved when creating a recurring template. These notes should be saved on the template for any future generated invoices to automatically include

Right now, all recurring invoice names have the naming convention "#TemplateName#-#DueDate#." There should be an option to change the default convention to "#TemplateName#-#InvoiceDate#.The statement date for a credit card, for example, is often m...

Should be able to view the Activity Report from the firm's start date with entitlements. Currently, if you have an changes & need to move the bank profile to another client code or you forget to check the Activity Report box, your viewing only...

Add under the Baking tab the Activity Report. Currently the only way to view this is to go to the home page & click on the blue Current Balance number. Would be more efficient to have it under the banking tab.

Would like to have the option to email the image of the invoice to the payee so that they can see the statement they are getting paid for

Ability to download/print search results from search images and transactions