Add Client Code to home page, some client names are similar

• Multiple tabs – forces to navigate to same client • Cross Clients – Advanced search • Payments going to vendor - look up invoices while coding out credit card

Set output method for Saved Report Setting

Currently, external users can only view coding breakdowns on invoices via the app. Many external approvers would prefer to approve invoices via their desktop (as it is a larger space to view invoices); however, it currently does not provide any co...

Recoding an invoice for 1099 processing is TOTALLY UNRELATED to GL account recoding, and we cannot assume that the person performing both actions are one and the same with the authority to do both. This change should be implemented at the user rol...

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.

inactivate multiple GL at once instead of individually. keeps coding errors down.

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.