Currently default is "View" Put option on user setup page and on user profile preference page to specifiy PDF, Excel or View ans their own preference

Client is aware that it will auto-save, as long as the "cookies" aren't cleared. Client either wants that requirement removed or have a perm. auto-fill that doesn't clear under no circumstance.

Prevent Auto-complete & auto-fill on sensitive fields such as: UserID & Password on the "Users" page. UserName & Password on the "Define Vendors" page (for ebills) Old Password & New Password on the "Change Password" page (when pa...

Change font color on drop down menu items based on permissions

Currently, the search filters on the Template Client screen are simply labeled "Client Name" and "Client Code". I expected that I could enter the natural client name/code and I would get the template client associated to it, similar to the search ...

We typically refer to the invoice status of "Cancelled" spelled with two L's. However, the word is spelled with one L on the Invoice Register report > "Show Canceled" checkbox (see attached). This should be fixed for the sake of consistency.

If a vendor invoice is dated in a closed period, user can't submit without re-opening books. The date of the invoice is irrelevant as far as payment is concerned (just searching) so there is no point in checking it against the date a client's book...

Since the transfer methods have been updated to move away from the idea of "Book Transfers" vs "AP Book Transfers", the "Book" entitlement should be renamed to better indicate its function (i.e. "EFT"). There are already entitlements for ACH Debi...

The Reconciliation Report current displays two different formats for negative numbers. Negative amounts in the "UnBooked Adjustments" section of the report are displayed wrapped in parenthesis. However, the amounts in the Outstanding Payments sect...

It would be helpful to receive notifications when documents are uploaded into a specific category. When doing tax returns I would like staff to be able to upload estimate payments and other tax related documents and receive an email when they are ...