It would be great if there is some kind of alert if the total amount of approved/pending invoices exceed the ledger balance amount to prevent overdrafts.

Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.

Some accounts like CNS, don't get current day reporting, therefore it would be helpful if the info reporting entitlement was split out for Prior Day and Current Day.

I have a client that has two accounts paying for separate charges. As of now, you can only split charges between two clients. It would be helpful to split between two accounts under the same client. For now, I have credit cards that when booking I...

When you are on the Bank Reconciliation screen there should be a link to the bank statement image

Would like to follow a Financial Statement Style for Cash Flow Report. This would allow client to move GL coding to their liking and create their own subcategories with totals.

WE SHOULD BE ABLE TO CHANGE/DESIGNATE THE DATE OF THE CHECK BEFORE IT IS PRINTED WITHOUT HAVING TO SEND BACK FOR APPROVAL. WE USED TO BE ABLE TO IN LEGACY DF

I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...

Ability to use date tokens (like the ones used on recurring invoices) in product/service descriptions on AR invoices. This is useful when using AR Templates so that users don't have to go to the invoice and manually add the date each and every tim...

"Show current year earnings" was always checked as the default on the balance sheet. This recently changed without any advance warning. We recently "printed" our clients financials and had to reprint them because we did not catch this change. Plea...