See a list of all of our client accounts, their account numbers, and their current balances.

User will sort by Document Id or Description in the To Enter inbox but when they navigate away and come back they see the settings have reverted.

Prepare a check register that can be run for one, selected or all clients for a date range, which shows client#, client name, date, check#, payee, bank acct#, bankID, check amount, user who made payment and payment method (ach, wire, draft, epay, ...

Add Vendor Audit Listing to Automated Reporting and allow it to combine all results in a single report, with client code added as a column on the report.

The ability to run delegation reports to show when a partner/signor was subbed, and what invoices were approved on their behalf. Additionally, to be able to run the report with choosing multiple approvers.

Have the ability to view wiring instructions on the mobile app when approving payments

In order to make a partial payment on an old invoice it is presently required to reopen back to the invoice period in order to make the payment. And then one needs to reclose. We do have instances in with small payments are made on old invoices, s...

User was locked out over the weekend and had to wait two hours to unlock as they did not want to change their password.

Case is 00745274