Currently when searching for an invoice in the Search page, there is a field that can completed called "Amount." This "Amount" field only pertains to the invoice amount and not the check amount. It would be great to add a "Check Amount." If one ch...

Currently there are 5 columns possible on the Percentage Fee Report. We could use 10 columns. Right now we are exporting to Excel twice, cutting and pasting the 2 reports together to make one report.

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.

User states that when they approve invoice but need to do research on past invoice in said client the home page does not update to the client they are approving in.

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....

When reviewing/approving invoices, the next invoice should be the next invoice. Instead, it jumps around to an invoice already approved, or to another invoice somewhere else in the list. I think it goes to an invoice that was entered next, rather ...

The tab feature would be helpful when going through invoices to pay. Currently the tab goes to the invoice number and the date but bypasses the check box. It would be helpful to tab to the box, and push the space bar to select/deselect the invoice...

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...

Add the full address to the active/inactive report, to be able to run by the location that handles clients including address updates

I would like to have a feature when uploading invoices to memorize the description i am writing on that space.