Would love the ability to sort the home page by alpha order, and also to have some or all of the accounts default to the summary position rather than detail. See example attached.

Customer totals on the AR Aging Report currently display above the invoice details. This should be displayed below the invoice details

We need to mask recipient's tax ID's on their Copies. Legacy has option to only show last 4 digits. Amy Beason from 10029 Dunn, Pariser, & Peyrot brought this up as clients complained their whole SSN number appears through the opening of the m...

when importing payroll for employee's - we would like the check number provided by paychex system to be picked up and identified on our reports, currently the system generates "auto debit" for the check number - copy of file to be imported attached

or perhaps - have the option to have a different number sequence when printing manual or blank checks

Financial statements like the Ledger Report and Trial Balance only allow you to select month end vs. allowing the user to select any date

Currently, you can only sort by clients, days due and payment method. Being able to sort by group is very helpful, especially if a user has access to all clients, and wants to print checks for a particular group.

Add to a more noticeable place of their existence, or at least add a note that they are there, as currently they are at the very bottom of the approval screen

Datafaction Legacy Imaging used to have an option where we could print a list of outstanding/pending payable reports. I would like the option to print via Group, Client number or all. It just needs to be a list of Outstanding/Pending Invoice.

Is there any way we can upload a document to a deposit without leaving the screen? meaning once i am in the deposit that comes in and I have not uploaded it, i go into the DETAILS section, click on related images and transactions, new and the new ...