Invoices On Hold should have its own inbox for quicker identification and searching

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...

currently the cf report has the option to have the description field of a deposit flow to the cf report or the full gl coding. i need for there to be the option of selecting only one or any desired number of the gl coding used for a deposit to flo...

We would like the ability to open a batch when entering invoices so that the bank account we choose will be the default for that batch. We had this ability in Legacy and found it helpful.

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

There should be an option to opt in for email notifications for positive pay decisions when there are no decisions to be had. Firms could opt in so that when the positive pay file is received and downloaded, firms that do not have any decisions wo...

Make the collapsible approval inbox a user profile setting, or have it retain the state. (If approve something or leave the inbox, and come back the inbox is expanded again)

Enforcing consistency at the firm level is generally good but in some cases it may be more desirable to give the option for the recordation method to be controlled separately since it affects Cash Flow report presentation. Using Deposit/Receipt ca...

Have divisional columns for the cashflow report with grand total column at the end.