run reports: choose the client in the reportings page instead of having to go back to home to change the client

When you receive a contract with the total amount due to be paid in installments, having the ability to add the total payment due instead of the number of re-occurrences would be helpful to avoid overpaying the contract, or at least flag there is ...

Currently the alerts page only shows the client number, and not the client's name or group. The spelled-out client name and group should be shown by default, so that the user does not need to look up the client by number.

A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).

after adding a bank to the list- it does not auto sort - you have to manaully move one space at a time -

When setting up a vendor to auto-book a deposit, the auto-book on the deposit side only works if the user processing the invoice has access to the client receiving the deposit. We have account managers that will send money to other clients that ar...

Allow admin to create reports only avail to certain user (instead of user creating the report themselves or having a global report).

useful because it allows you to place the Main checking account on the top if say a Money Market or Pocket account is on the top, and you can match the order across all of you clients so that the top one is Main Checking, then Pocket, Then Money M...

EVERYONE WOULD BENEFIT. WHEN SETTING UP AND INVOICE FOR THE FIRST TIME ITS WOULD ELIMINATE THE NEED TO DUPLICATE

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