Ability to limit who can mark a repetetive as expired or inactive. Also the ability to send a notification to certain users if a repetetive expires or is marked inactive.

Please see attached.

When you make a bank account inactive, if you go to record a deposit or payment manually, you can select the inactive bank accounts. Since you do not set an inactive date on bank accounts, you should not be allowed to select those bank accounts on...

The header of the bank reconciliation reports changes if you run it from the Standard Bank Rec menu or Auto bank Rec menu. The Auto Bank Rec menu prints the header with the Client ID before the client name and extra description information on the ...

I want to suggest adding the option for a single user to have different roles for different client groups - i.e. for Group A they have a Bookkeeper role and for Group B they have a Scan Only User role. This will be very useful if a user has a prim...

Just as with the bank account uploads, an upload for repetitives from Legacy/DFX would be incredibly helpful, and would save a lot of time with the setup of clients

Client is asking to add a "print" button in the reconcile accts. section. Also, to add the ability to combine all reports into one PDF.

create a report of setup SWIFT codes

Please allow for a notification to be sent when the bill pay payment method changes from E-pay to Draft. This will allow firms to take proactive steps on choosing payment methods.

Give users the ability to filter invoices in the pending inbox by Workflow Type:(Review/Approve/Release). See Attached email