Mass cash flow reports like we used to run them in DF. Basically how we have the "Reconcile - Auto Reports" and we can add as many clients on it but for cash flows

When debit card activity is imported the cashflow report only generates the GL description for each line item, but does not provide an option to generate the vendor description for each line item.

If you create a EFT today 4/10/19, the transaction date will be 4/10/19. If the transaction requires release on Easi, and does not get released until 4/11/19. the system changes the effective date so that it will be processed by easi, but it does ...

If a user is attempting to send a stop payment after voiding a check, why would they NOT want to send it to the bank? At the moment there is a chance that they could click the box and not send a stop payment to the bank. If they do not send it to ...

Is there a way to search through credit card statements? All other uploaded documents can be searched through except for that. The only way I've been able to find is by knowing which bank the credit card is from first and searching through "invoic...

Currently if an international wire is failed or cancelled the alert is added to the Alerts tab but there is no info on the invoice except for the status. Can we please add the reason an item was failed or canceled onto the detail tab of the invoic...

There is currently no pen & paper icon available to set up vendors on the fly, when marking a line in a deposit or journal entry with a 1099 code.

External approvers should be able to see the workflow of who entered invoices, who approved before them, etc, so they are comfortable that nothing was overridden. This was a functionality available in Datafaction legacy.

If you were previously paying all split charges from a specific bank bank account but want to change it, even if you change the bank account on the listed split charges in the Define Credit Card menu, you will still need to manually change each sp...

Able to click on ledger items and stay in the ledger rather than jumping back and forth from the dashboard.