Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.

In the To Pay screen, it would make things much cleaner and easier if, within each client, invoices could be sorted by vendor. With non-CNB clients especially, it is easy to miss an invoice to a vendor when entering a wire or an ACH into another b...

We frequently have to process one transaction followed by another required transaction. For example, after posting payroll, we have to pay the 401K contribution online. It would be very helpful if we can chain a template to another template so tha...

To receive email notifications in the AP Approval process when anyone in the Approval chain leaves a comment. This is helpful when a client adds a note to an invoice. There is currently no alert to notify anyone if a comment has been added.

Would like the ability to have repetitive invoices that fall on a weekend, generate the Friday before instead.

Can the excel upload for multiple deposits have the capability of doing a reclass instead of booking it as a new deposit?

Add a checkbox or toggle switch to the various workflow notifications so that admins or individual users can elect to receive the notifications that they select immediately

Audit Trail for changes to a user definition; who made the changes

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...