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

Hello, can we please have the option to filter which columns populate in the search function? So for example when searching deposits, I always need to see "transaction description," but I never need to see "document description," which just takes ...

the file size is 10x from what the mass modes reports in Legacy were generating, which is causing issues when we want to email reports over to clients. please further compress the reports

Too many clicks involved in replacing image for recurring invoice. Would like the new image to display the whole time during replacement, not go away then come back.

Please provide us the option to split accounts that an automatically recorded deposit goes into. We should be able to split it by percentage to multiple GL accounts

It would be super helpful to be able to add images of receipts / backup to an invoice without replacing the image.

Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.

Currently, there is no link between an outstanding invoice's image from the A/R function and a deposit related to the outstanding invoice. It would be helpful if the image from the AR Invoice was connected or related somehow, rather than having to...

In Legacy you could run a TB that spans Year End by re-opening periods. (There was an option to perform yr close that you could set to no) This TB report is run using levels for Tour Reporting and it is a legacy gap.