we have several Clients that log in a Approve Invoices and what the notification for Approval only - they don't need to know about Review or Release.

A way to create recurring invoices from previous invoices. I know in order to create a recurring invoice you need to start fresh, but it would be less time consuming to use a previous invoice as a reference.

It's not helpful to search for an investment statement by its scan date. We need to be able to quickly search for a specific statement by entering the statement date and/or date range.

We should be able to add touring budgets and print budget to actual reports. Each will be assigned to a level 1 TOUR DIVISION. Reporting may just be a variation of the income statement.

As of now you can go into each image to update category, client, description, etc... but to delete it you must go back into the inbox and recall which image you clicked on to delete it. Would be great to delete directly from this pop-up

Client doesn't want a page to print "There is no data to report for the Income Statement Schedule." I know that this is our indication to the firm that we are processing the request, but for this particular client, it doesn't have any data.

Much like the ability to receive email alerts for bank balance limits and high priority approval/release items, it would be extremely helpful to have the ability to receive email notifications for failed/rejected wires.

i need to replace images on entries that already cleared payment for Invoices.

Mass Mode should be available to print multiple entitiy reports for one client. Most of our cleints have more than one entity, it's time consuming to print cash flows for each entity.

Sometimes a recurring template is not set up perfectly and the next generation date is off or too far ahead. At the moment, I will need to manually create invoices for some recurring payments until the next generation date, several months later, h...