Would be nice if we can print and sort by credit G/L, and also have the credit G/L codes print on the Percentage Fee Report.

In Search Imaging & Transactions, i would like a filter to ONLY show transactions WITH images. I can't email or print transactions without images, so having to manually check all then uncheck the ones without images is very tedious.

Summary: OFS wants to use the Ebill Image and to be the replacement on a recurring invoice. Easy way to access open invoices (such as when selecting a vendor) Using Ebills and we do not want the ebills to get uploaded, invoice recorded, and end up...

When you run the liquidity report and select the option to include all clients on the same page, the font size of the client name is too big and it's blue. Run it both ways and compare them side by side.

Currently on CNB's CNO online dashboard (Business Suite?), the firm is able to aggregate bank activity across multiple entities (and multiple accounts) and export it to Excel for their client's review. The firm would like this same feature availab...

Cal Financial would like to have a duplicate and relate button that allows you to duplicate a document and create a relationship to that same document to save steps. They stated this worked in Legacy

When levels are not allowed, they should no longer show up on the transaction entry screens.

Not all transactions can/need to be trained

On the print checks & pay invoices screen the default should be to print all checks for the same vendor from the same client on one check with the option to over-ride that and print multiple checks if need be. This should not be a rule coming ...

Some checks have letters after the check number. These should still have the payment method option for "check" as well as "automatic debit".