Ability to upload/import record payment/disbursements

Add checkboxes to the Entitlements page to enable accounts for the Activity Report and Auto Bank Reconciliations. By adding these checkboxes to the entitlements page, when the user is entitling accounts, they are able to handle marking off the act...

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

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...

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

Having "For the benefit of" and the Intermediary Banking Information buried in the "Additional Payment Information" link at the bottom of the Vendor Payments tab is obscure and very easy to miss. If this were placed along with all of the other ban...

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...