Currently when searching for an invoice or deposit in the "Search Images and Transaction" page, there is a search option by GL Account but there is no option to take the search criteria further to the Level/Division.

Currently opening a rejected invoice from the rejected inbox opens the invoice to the "Invoice" tab. Users have to click to the details tab in order to see why the invoice was rejected. It will save users a click if rejected invoices opened to the...

The behavior of the role choice of "Reactivate Bank Account" is wrong or should be expanded. It makes sense that an Account Manager should be able to inactivate a bank account and not require Admin to do it for them. Then the Role choice of Reacti...

When the user selects "All Clients" from the process drop down it should behave like Client List or Enter Client. This would give the user more flexibility to remove clients they do not wish to run the auto bank rec for without having to create a ...

When certain key fields are changed on vendors, such as name, address, "vendor account" reference, and any of the banking information at a minimum, any open invoices for that vendor need to go back to start of workflow. (Changing default GL coding...

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

its confusing when deposits which are credits to the bank accounts on the the checkbook register are shown to the left of withdrawals. credits are generally shown to the left of debits. Generally the ability to rearrange columns is also helpful.

Pending transfers should show with pending open invoices in the approval totals like it did in dfweb.

Run NSF reports across groupings so you can quickly see what transfers need to be made across desks and/or company instead of scrolling through all accounts; it is easy to miss something. Currently there are no NSF report options.

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...