It would be great to have the option to have Bank Balance/Book Balance omitted if possible, some clients want screenshots of deposits sent to their assistants for record keeping/tracking purposes. It would make it easier to have that displayed far...

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...

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

Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.

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...

STOPS US FROM PROCESSING EFFICIENTLY

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.