would like an option to put dollar signs on the first and last amounts of a report only.

See highlighted attached. You should add the "Ledger Activity" total for the period of the ledger you are running. Otherwise, to get the total, you have to add up month by month manually. This was a great feature in DFX, especially when calculatin...

Global BM would like a split all documents feature when scanning in deposits to process. Instead of splitting the batch one by one they would like to have it be able to split all at once.

Add the check box to search legacy imaging in the expanded search window when entering transactions as well as in the document search choice

We need a secondary signature for checks above 10k and will not allow there to be optional users and mandatory user

User advised that there is no deposit history report she can run for a client by payor like there is with the invoice history by vendor. This would be very helpful when trying to locate deposits by payors and track commissions that are related to ...

There is an option to create recurring invoices but not for the credit cards category.

When deleting a financial statement style, if that style is used in a Report Automation Template, then an error will appear that relays a SQL error, but is ultimately caused by that. On attempting to delete a financial statement style, it should a...

You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.

Right now when you are reviewing deposits, it randomly skips to another client - even if you have filtered to view one particular client. There may be 10 deposits to review on one client and then after the 2nd or 3rd you suddenly get the message t...