When an external user is approving a payment via the website or app (example: a client or partner), they do not have the ability to see invoice history or averages. This would be very helpful, so that they can see previous payments (example: LADWP...

Cash Receipts – Incoming ACH Use payor description instead of overriding from ACH

When one is revising an invoice that's been rejected due to incorrect information, there should be a button on that screen that you can click that takes you to that vendor file so that you can update information at that time rather than revising t...

Even if the full amount is approved on an invoice, we should be able to partial pay that invoice. This will save time from have to push the same invoice through over and over.

Too many clicks involved in replacing image for recurring invoice. Would like the new image to display the whole time during replacement, not go away then come back.

Ability to Filter by User in tabs such as To Enter: Invoices similar to how it was in legacy Datafaction. This would make it easier for the user to find only the things they or a team member has uploaded.

Ability to run a vendor report across all clients showing payments to a specific vendor

When uploading a pdf can we have the bookmarks also imported (Similar to what DF currently offers)

If a user is set up strictly for scanning, entering invoices or deposits they don't need to see and have access to bank balances and activity.

add column with "Lock" status on Client Status report