If an invoice is placed on hold along the approval process, can an email be generated to the previous approvers/reviewers, to alert them? This can be an option for the person who places the invoice on hold, to check off that those persons can be a...

Can there be a user role added to be able to do quick approvals on repetitives/reoccurring’s only? This would be very beneficial for approvers, especially if the amounts never change (example: support payments, mortgages/rents, etc.).

If a user is entered as an optional approver on multiple steps of the invoice approval process, allow them to click approve once to process ALL approval steps that they are apart of instead of having them approve for step one then having to go bac...

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...

If there is insufficient funds in the bank account when you are releasing a payment, provide a message so client knows it may get rejected. We should still let user process payment if they choose to.

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

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.

If a user is attempting to send a stop payment after voiding a check, why would they NOT want to send it to the bank? At the moment there is a chance that they could click the box and not send a stop payment to the bank. If they do not send it to ...