User reported that when making a user inactive, the user still needs to have atleast 1 client group added to their user profile. Being inactive should nullify that requirement and if the user is then later made active, a client group should be req...

In the Vendor Export, there is currently not a way to type in the code name or client code to bring up the entity that you are looking for. This then takes time to find the specific client, or group of clients.

When processing 1099s, it would be VERY helpful to have the Year to Date check box on Summary Vendor Reports (Reporting/Accounts Payable/ Vendors/ Report Type:Summary) to actually give me the Year to Date of the year I enter in the box. Currently,...

When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...

It would be helpful to run A/R Aging on all clients monthly within a group / team to stay on top of receivables.

Include Open AP Invoices on Liquidity Reports with multiple dates

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

Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...

When checking the Banking->Entitlements page, clicking on the View Linked Accounts should show linked accounts with Comerica Bank Accounts. Currently, the View Linked Accounts only show up if the accounts are CNB bank accounts but Comerica acco...

When a user is being inactivated, the system does not stop or warn the admin if that user is still listed in workflow(s). It would be great if a pop-up could come up that would direct the admin to those specific workflows to remove/replace that us...