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PINNED Option to Delete a Swift Code
Submitting enhancement on behalf of NKSFB, LLC, site code: 10084. User would like us or have the capability of deleting SWIFT codes that were entered incorrectly. In this case, swift: ZKBKCHZZ80.
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PINNED Ledger Report Defaulting to Levels rather than Consolidated/No Levels
Submitting request on behalf of NKSFB. A user advised that as of 5/15, the ledger report report defaults to "Levels" option rather than "Consolidated/No Levels" option. UAT also confirms this as well (attached). I understand there was an AgilLink ...
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The Deposit History by Client defaults to a single month, the default should be 12 months worth of data. The report should also sort by Client Name
almost 2 years ago in  0 Shipped
Feature change to the Cash Flow report to allow grouping by GL code subcategory. Please see attached.
over 2 years ago in  0 Shipped
Ability to look up a client by code or client name in any field where a client can be selected
over 2 years ago in  0 Shipped