From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...

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.

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

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.

This would help anyone that has to approve invoices once they go into the pending stage. If you can select your own name, then you can quickly see what you need to approve rather than having to see all the pending invoices. It's also helpful if yo...

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 you login you should be able to indicate how long the system should keep you logged in. I should be able to indicate for the system to keep me logged in for 2 hours, 4 hours, etc. Otherwise, I find myself constantly continuing to put in my pa...

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.

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...