Ability to change the view to filter by group, instead of viewing all clients. I can select to only view certain clients/ groups

It would be beneficial to have the ability to group customers on the AR Aging Report by Customer groups and have subtotals at each customer group. Currently the report subtotals at each customer.

It would make sense to have the "Transfer Funds Template" and "Transfer Funds" processes under Banking (and a column for Transfers), instead of under Transactions - Journal Entries

being able to search by a keyword would be very useful, that way we could search for a vendor or payee, etc when looking to see if a transaction has cleared. We can search this way in the online bank activity in imaging by simply using "CTR+F"

TFS #122798

When voiding an invoice, notes, related documents, original approvals, etc. are deleted. These removed items are needed for future reference when referring to the voided invoice. I have also spoken to other firms who are also frustrated with the d...

Could we put in a suggestion to Agillink to update their Excel Cash Flows, so that the beginning and ending cash are formatted as numbers?

Certain users should be allowed to view the bank definition page, but not have the ability to create bank accounts, or make any changes to the definition. Users can currently view the entitlements page without being able to check off entitlements,...

The general ledger should be updated to match the balance sheet/income statement drop down and selection with levels