And the ability to select which alternative name you want to use when creating an AR invoice. Because I don’t want to invoice from the individuals name. That’s the whole point of having a DBA. And this client has several DBAs so we need to invoice...

It would be helpful to have the time stamp on transfers sent to the bank via electronic funds transfer. Currently, it only shows on the business suite side.

This will help the approver not have to click into the Invoice tab and will save time when approving invoices for accrual clients.

External users should be able to set up their own workflow alerts. Currently, they do not have this option, so they need to rely on the admins of the site to assist.

When searching for an invoice there is a column labeled due date. I see no reason for that. A check date column would be more useful.

Users are concerned with the error messages when approving invoices because they do not describe the problem and do not allow them to resolve the issue. Users receive generic error Unable To Perform the Operation but if they go into the transfer i...

Would like to see an account's balance when entering transactions. This allows users to easily verify if totals on gross receipts (example) match from the studio to the ledger

Allow a report that you can request by Client and/or Vendor, that shows the DATE the check was ISSUED. None of the Vendor Reports available provide this, and neither does the Search Images and Transactions function. When a vendor claims there are ...

Users should be able to search by the amount or amount range of a transaction on the activity report from the home screen. This would make it easier for them to find items that have cleared the bank when needed.

Current emailed invoices from the system come from noreply@datafaction.com. Can this be customized to come from our own firm so clients could reply or know where it's coming from? I'm afraid that when we send out invoices people will think it's sp...