Ability to override client name on 1099's just like we are able to do so on vendor name/address

Have the ability to run a report of bank accounts by client. This would be done as a security measure with regards to the banking upload step to audit the accounts that were part of the export from Legacy. This would ensure that the accounts match...

On the “Upload Single/Multiple Documents” screens, while uploading images, a list should populate on that same screen that shows all the images that one has uploaded thus far to the client rather than having to navigating to the main screens perta...

In the Workflow page the predictive lookup for templates should sort alphabetically by description. In addition, when zooming to workflow template definition page, the existing workflow templates should sort alphabetically by description as well. ...

I would like a daily notice sent to me if I have items that I haven't approved yet. I may see the initial email but then get distracted and forget. A daily reminder will help keep me on track of items that are waiting for me.

In the reconcile accounts function, it would save time if users were able to match more than one transaction on both the "bank transactions" side and the "ledger side" versus only being able to select multiple transactions on only one side.

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

Much like with QBO, it would be great to allow customers to pay invoices via ACH by entering their banking info via secure link in the invoice/email.

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.

Add a section similar to what exists on the vendor screen where you can include the vendor site + username & password to the payor screen.