There should be a print button when viewing the check register. The button should auto-format the page to print a clean copy of the report.

you cannot delete a user who was in workflow for a client that has been transferred. You should be allowed to do so.

We would like to create a cc def upload feature to streamline on boarding for new clients.

Set desktop as primary device and set mobile device

Entering a range of GL Accounts requires you to pick an actual GL account rather than performing and actual filtering on the range.

Business accounts should honor rates for 24 hours

When I delegate to another user, the laser signature doesn't print unless they are also an alternate of the signature. I would like the ability to delegate the laser signature from the workflow delegation screen.

Show due date on invoices

Sometimes we don't get the invoice until after the period is closed. We should be able to date it the actual date on the invoice like we can with the due date

I'm having to update g/l #'s to work with InvestLink. I enter the g/l #, hit tab (wait for the info to display), then add two digits to the #, hit tab and the "Update Existing GL Account" box appears...it can take anywhere from one click on the No...