I am trying to search for all AR invoices billed to client "25". When I do the search - it brings up EVERY client with a "25" in their client number. It's ludicrous to not have that functionality. Literally insane.

If a firm has a "Pay after Release" firm setting, when a transaction is being released, but it is locked, a pop up will come up to state that it has been excluded, as it was locked. The invoice will then go into the "To Pay" folder to be "paid" ag...

Why does it take 1 or 2 tries for the filtering to kick in? It always goes back to the main screen with all groups

When running an income statement schedule the sequence defaults to sort by the date an account was added to the COA. It should default to sort by the defined financial statement style. We should have the option to choose the sorting method, this e...

In legacy, a firm could run a search on cleared check images. We can either add a column in the payments category to view/click on check images or create a new category for them (like what we had in Legacy)

Right now, there is no way to make a payment or book a deposit to another cash account, it has to be run through an exchange/clearing account so 2 transactions have to be booked. If I am writing a check/sending an electronic payment from one bank ...

On the Status Page for e-payments such as ACH/WIRES, add a column to show Vendor Name/Vendor ID

In Legacy, repetitives generated with invoice numbers that matched the invoice date. Give firms the ability to match this functionality from legacy.

You should definitely be able to expand columns. If you have more than 10 characters, you can read what it says. Most of the time you can't click and scroll over. Hovering never works either. Very poor design.