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".

We should have an option to remove the totals on each account on Detailed view. It is confusing for clients to see and it repeats the amounts if there's only one account listed on the roll-up account.

KBLR would like the deposit slip to print on the bottom third of check stock

When going directly to Search Images, the Advanced Search option is available. When in an invoice and click on Related Documents and go to Search Images, the Advances Search option is not available. Since it is taking the user to the same page, it...

Demonstrated in Define Vendors. When a user "tabs" over from zip code box and is selecting the country by typing the first letter, in the country selection box, pressing "U" to first instance of "United State" the actual selection is not United St...

Users are entering the Group or Client in the filter on Search Images and Transactions but the second they select a category, the page loads and resets the Group that was selected. Christine from Seltzer Business Management