It would be great if we could replace images without having to resubmit the commissions. Unfortunately, when we resubmit the deposit, it resets the commission breakdown to the default definition, meaning we have to redo the commission breakdown ev...

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

When you run the Transaction report with the box checked to exclude vendors with 0 activity, it should not exclude vendors with only edited 1099s. Those vendors that have a Edited 1099 should show up in the report because the point of the report i...

I would like to request the option to generate a Comparative Cashflow report that includes the prior month’s balance, the current balance, and the difference between the two.

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...

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 ...

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,...