On AP invoice detail, would like the ability to sort GL line items by amount or description

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

When I see a bank balance on the home page, I drill into the activity to see the balance, but the amounts don't total up to match the amount shown on the home page. I believe this is because the activity report page doesn't include sweep account b...

You can run this report 3 different ways but it doesn't differentiate how it was ran when you get the results.

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

Only the top-level roll-up accounts show when running an income statement to PDF. User would like an option to display intermediate roll-ups as well. They do display in view.

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 ...

Inactive user appears as blank in the workflow- users still need to manually update the workflow and delete steps if applicable to correctly update it. Otherwise the existing workflow remains and continues to show invoices are pending for the now ...