If user accidentally pays auto debts with wrong check date, they would like a way to fix the check date without having to void and re-enter each invoice. This will allow them to address checks with wrong check date; if they accidentally paid all i...

Give the option to run the liquidity by individual client and by client group, this provides a full picture of a portfolios account balances

A time-out notification should appear on every page available in the system. If a user has not been active for a certain period of time, prior to logging them out, a notification should appear to enable to stay logged in or be logged out. Currentl...

Currently The notify option only allows for the selection of one user. The ability to select multiple users to receive email notification would be helpful for firms who need to notify multiple users

Previous/Next Buttons no longer appear when viewing images and transactions in Search Results. This would apply when doing Search under Search Images and Transactions & in Advanced Search. Case # 02476407

In Invoice approval process we can only sort by GL Codes. it would be helpful if we can also sort by Levels along with GL Codes. In datafaction legacy, divisions were sorted with the account codes, which helped with review process especially with ...

Add ability to delete an unpaid invoice in a closed period to minimize reopening and closing periods.

Have report automation run on a scheduled service where reports are run and delivered automatically

In all inboxes, clearly show whether or not an invoice has a comment. Often an external approver (client) will add a comment which is very important to know prior to payment. Currently you have to go into each and every invoice to see if there is ...

This is what the user would like to see Enhancement request when you use this E-Mail Document to send it does not allow you to create separate lines by hitting the "Enter" Key. in this case, I would like to have 3 separate lines – But it keeps eve...