Currently when looking at "Pending" or "To Approve" invoices, when choosing "filter by" client/group/user, the drop down of choices is not alphabetical. It should be alphabetical

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...

Add ability to delete an unpaid invoice in a closed period to minimize reopening and closing periods.

In all inboxes, clearly show whether or not an invoice has a comment. Often an external approver (client) will add a comment which is very important to know prior to payment. Currently you have to go into each and every invoice to see if there is ...

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 ...

I think it would be extremely beneficial to add the option to attach the signature cards and power of attorney to the new bank account setup as supporting documents. For compliance purposes, the team would be able to easily refer to the appropriat...

In Invoice approval process we can only sort by GL Codes. it would be helpful if we can also sort by Levels along with GL Codes. In datafaction legacy, divisions were sorted with the account codes, which helped with review process especially with ...

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...

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