Please add an option for Dark Mode. That is all.

If user accidentally pays auto debts with wrong check date, they would like a way to fix the check date without having to void and re-enter each invoice. This will allow them to address checks with wrong check date; if they accidentally paid all i...

Give the option to run the liquidity by individual client and by client group, this provides a full picture of a portfolios account balances

A time-out notification should appear on every page available in the system. If a user has not been active for a certain period of time, prior to logging them out, a notification should appear to enable to stay logged in or be logged out. Currentl...

When processing 1099s, it would be VERY helpful to have the Year to Date check box on Summary Vendor Reports (Reporting/Accounts Payable/ Vendors/ Report Type:Summary) to actually give me the Year to Date of the year I enter in the box. Currently,...

In discussing with our accountants and compliance, it would be helpful to add a field to the bank definition for general comments or to add a copy of the signature card or POA. It would be helpful to be able to add comments/notes about the account...

Currently The notify option only allows for the selection of one user. The ability to select multiple users to receive email notification would be helpful for firms who need to notify multiple users

Currently, we aren't able to have intercompany transactions set up for recurring invoice templates. This would be a helpful tool to have so that every time a recurring invoice pops up that needs an intercompany transaction, we wouldn't need to go ...

Previous/Next Buttons no longer appear when viewing images and transactions in Search Results. This would apply when doing Search under Search Images and Transactions & in Advanced Search. Case # 02476407