It would be helpful and more efficient for us to be able to view monthly trial balance activity as opposed to year-to-date activity. If we only wanted to see April activity on the trial balance instead of January through April, it would be useful....

If they were not able to process the international wire the same day. They would like to be able to edit the existing international wire with the correct dates and resubmit. Currently they have to delete the invoice and generate a whole new invoic...

On the Bank definition can we get the check box for Positive pay defaulted to checked rather than unchecked. GRF uses Positive pay and the Banking Operations team would rather have all banks Positive Pay option checked by default. Can this be adde...

I really like AP Book Transfer tool and on the tutorial it says that it's available for CNB and Comerica accounts only. Well, I noticed that CNB accounts are linked within one client group without sending a separate request for that. But Comerica ...

We have large deposits all the time and limiting the tickets to 30 is inconvenient

Thank you for making the details of an image easier to edit, but now I can't see the details of the image (who/when it was uploaded) Can we please have that back? It seems like you can't see the details until you attach the image to a transaction.

Would be useful to code directly from the balance ledger instead of only through the Bank - Auto recon

Regardless of the folder that you are in (Pending Invoices, Invoices to Enter, etc.) you should be taken back to the main screen instead of being prompted to change client by default. Many times I go into these folders to complete a specific task ...

When running a financial statement or a liquidity report, there is no reason to have to select the template. Each client only has one template, so the software should detect it automatically.

The reports give very generic data. It would be great if we can choose what type of data we want when we run reports. For example, for "Deposits Report," I want to see which user scanned the document and what time they entered the document. We sho...