The user should be able to define a bank branch that can be used across all bank definitions created. Currently the only ones the system remembers are CNB bank addresses but the user should be able to create some. This would allow them to set up a...

I have been asked to run an Income Statement covering the periods August 30, 2022, through August 29, 2023, for rental agreement purposes. Currently custom period reporting is not available. The workaround is building a Report column that looks ba...

We would like to create a recurring AP upload feature to streamline on boarding for new clients.

Add the check box to search legacy imaging in the expanded search window when entering transactions as well as in the document search choice

When running an income statement schedule the sequence defaults to sort by the date an account was added to the COA. It should default to sort by the defined financial statement style. We should have the option to choose the sorting method, this e...

The IRS approved W-9 allows 2 lines for the vendor name. The define vendor set up screen allows 2 lines for the vendor name in the vendor override screen. Legacy allowed 2 lines for the vendor name. The only place this is not consistent is in the ...

Currently through vendor import you may say that a vendor may be paid via int'l wire, however there are no spaces in the upload file to include the extra info required such as SWIFT and IBAN

Just like with the vendor and bank upload, if a credit card upload could be added, that would save a lot of time with fresh setup clients