I need to created globally saved reports (ledger, balance statements, income statement, etc.) that cannot be edited by users, just used by them. I create formatted reports for the entire firm to use to be consistent, but I need to make sure no one...

As a reporting option, I would like to see a % variance between current and prior period. I can select $ variance, but again would also like a column for % variance.

to help user we are monitoring alert so if we could filter all clients with resubmit - then we can snip it and send to all users- same filter for detail

In the "Clear Checks & Deposits" screen, have a third tab for JEs that hit the cash account. This would be especially helpful for non-CNB clients' bank reconciliations.

When searching (or really using links of any kind), the new window of the search result selected pops up behind all other open windows. It should pop up in the front since it is what needs to be worked on.

Entitlements filter- ability to select active/inactive bank accounts only. Currently when filtering all clients (it lists both active/inactive bank accts). Other options to filter is entitlements available or not available. The all clients option ...

We print this report daily for all clients and it's over 100 pages long- nearly half have no activity yet still print a blank page. Can we have the option not to print the page or generate no activity pages?

Before when I ran a TB, it would show the roll up account in the detailed account. Now the descriptions in the roll up account do not show in the detailed descriptions. Can you please have the roll up account descriptions show up in the detailed a...

I would think one is going to the check register to find a certain transaction. Rather than having to scroll down, or sort by fields (and then still scroll), it would be easier for the user to type in a keyword.

so we dont have to keep clicking around