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...

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...

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

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?