Ability to print/transfer over multiple back ups from deposits. For instance, on commissions done as memos, only the memos transfer for back up of the commission check, but not all of the back up documents of each commissionable deposit is included.

The client wants to sign certain vendor checks and not others. If a check prints out without a signature - we know to sent to the client to sign. If the check prints out with a laser signature then we know we can mail directly to the vendor.

Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be ef...

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks

Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.

just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...

often the issue arises where a vendor was set up to pay only from a certain bank but with enough time the vendor can become stale and having to exit out of the invoice to define the vendor to unselect the pay only from bank box is a hassle. please...

It will help you quickly identify specific line items or codes that you want to edit without having to go back to the Details tab for reference.

Once the entitlement is turned on, force global admins to get the positive pay notifications.

Force the positive pay exception management entitlement when the entitlement comes in.