Admin > Firm Settings > email to notify recurring invoice didn't generate. Firm wants to specify which clients and doesn't want to give one email for all clients at firm.

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...

When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

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

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

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)

For General Ledger to have the option like in Cash Flow reports to adjust the included description. Whether it be no description, under the payee/payer, or to be in a separate column.

add the option to not update commissions invoices when editing deposit. Currently the system opens the commissions window and reverts invoice description back to default. an option to not update the invoice would help save time and prevent confusion

When running a report in view mode, our client would like us to put everything on one page so they can just scroll down vs. clicking through 11 pages.