In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...

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

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...

Provide a better way to visually distinguish the different payment methods while approving invoices. At the moment all payment methods have a navy blue color scheme in the modal window. this would apply to ALL payment methods (not just e-payments)

STOPS US FROM PROCESSING EFFICIENTLY

The validation should be updated to report the three following conditions as errors: If there are no bank accounts setup for a client

There should be a firm setting to enable/disable the ABA field when processing a deposit.

Allow updating account number in bank def and maintain previous bank rec data.

that way everyone would know who the invoice was sent to without going into the client. not everyone has access to client details.