Ability to limit who can mark a repetetive as expired or inactive. Also the ability to send a notification to certain users if a repetetive expires or is marked inactive.

When splitting credit cards, I can only see the items that were split to the entity I'm currently reviewing. I need the option to see the full credit card statement and splits so I can ensure everything was coded/ split properly. I have to open to...

When you make a bank account inactive, if you go to record a deposit or payment manually, you can select the inactive bank accounts. Since you do not set an inactive date on bank accounts, you should not be allowed to select those bank accounts on...

The header of the bank reconciliation reports changes if you run it from the Standard Bank Rec menu or Auto bank Rec menu. The Auto Bank Rec menu prints the header with the Client ID before the client name and extra description information on the ...

I want to suggest adding the option for a single user to have different roles for different client groups - i.e. for Group A they have a Bookkeeper role and for Group B they have a Scan Only User role. This will be very useful if a user has a prim...

Currently we have to drill down further for this info but I am constantly asked for this information on the fly so would be very helpful. It gives all the info EXCEPT payment date below. - See screenshot

It would be great to have a seperate notification check box you can add to a client under online banking notifications that would notify specifically is there is a EASI rejection on a client. I believe currently there is a notification that goes i...

Please allow for a notification to be sent when the bill pay payment method changes from E-pay to Draft. This will allow firms to take proactive steps on choosing payment methods.

Sort Levels by Level ID, not by the Description or they order they appear in the Define Levels page This is an issue we mainly encounter when running reports

being able to search by a keyword would be very useful, that way we could search for a vendor or payee, etc when looking to see if a transaction has cleared. We can search this way in the online bank activity in imaging by simply using "CTR+F"