when you search a user and the screen gives you mult templete, leave the search open until you have remove the user from all groups, otherwise you have to redo the search

Acct. Mgrs. & partners not liking this functionality.

When inputting for accounting clients (after the fact) resetting to today's date is not helpful at all. We will be inputting last years data and it should not reset but instead use the last date entered. Just like it does for Payments and journal ...

When in the RECORD DEPOSITS screen, if you are depositing several items on a previous date, and put that date in, it keeps changing to todays date instead of holding the date you enter. This has been happening since the last update. Is there a way...

We should have the choice to either run the report showing the accounts used by the client, or have the option to run the report showing all available accounts on the template.

After the statement image replaces the incoming ACH backup from the bank, we would like for that ACH backup page to remain as a related document This ensures that they have proof of when the monies came into the bank

The check date is not an option to run in this report, as only the invoice date currently shows. The Payment Register does have the check date as an option.

In Legacy, you could run a "wildcard" GL search, and save the report. Example - Searching any for brokerage GL accounts ending in 1003 = "*1003" for all GL accounts ending in those numbers, in order to reconcile the account(s)

Instead of having EFT’s be lumped into regular deposits, can they be isolated/a workflow rule be put into place by source? This way, the user viewing can isolate actual deposits vs. EFT's

After a signature has been uploaded, it would be great to be able to print a test check directly from that screen.