When running reports in view detail mode to output to PDF it leaves out all the rollup accounts. This issue also occurs when running Report Automation. The workaround is to output in view mode then print to PDF each report manually.

There is no setting to have a recurring invoice match either the due date or check date for Invoices that are on Autopay. Add a check box to enable this feature.

It would be great to be able to sort by check number. This would save a lot of time when clearing checks (or making them outstanding) for standard bank recs, when they are originally shown as out of order (currently sorts by date only)

If a user checks the Yes button for Use next Payment number, the button should remain checked for the session that the use is in. Currently after submitting a payment, the user has to select use next payment number each time.

Since most of the bank accounts we use are CNB accounts, it saves time.

Acct. Mgrs. & partners not liking this functionality.

Could we enable to review approvals on the app for internal users Account Managers?

Workflow – can we get the ability to search with wildcards on template option ie (GS-]) for searching.

It would be useful to be able to go in and change the coding for a cleared deposit. For example depositing a check and then getting a withholding slip later. I would like to be able to go in and break out the withheld taxes so it reflects more acc...

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.