It eliminates the need to drill down on the reference and then drill down into the attached image, especially when there is just the need to be able to view the image. Since there is no option to search for a cash receipt by payor number, and we h...

ability to add custom logo to invoices created for each client. This would be good to help customize the look for invoices.

Should be able to setup recurring AR invoices that send out automatically

in legacy, Approvers were given a summary view by clients of the number of invoices waiting to be approved and the total amount of the invoices. The approval could then drill down an view and approve the invoices

Our clients have hundreds of charges to "amazon.com" every month. We have tried every variation of "amazon.com" to try to have these charges memorized in the "include" word function in the credit card module. For example: "amazon," "amazon.com," "...

ability to open available invoices when recording deposits. Drill down into invoices for visability

Users would like the ability to check Activity Report and Bank reconciliation entitlements across multiple banks rather than one bank definition at a time.

Need the ability to have the invoice number print on checks so vendors can allocate payment accordingly. Currently we have to enter the number a second time in the "Additional Account #" field...this is inefficient as it's already a required field...

Currently, if you run and save a schedule using define acct, it saves the report but doesn't save any of the accts entered. Firm has been advised the reasoning behind the define acct option and that it allows users to generate a report on the fly ...