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.

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.

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...

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.

The ability to make changes to all client addresses through a menu without the need to enter each client individually to make the change. For situations where the C/O address needs to be changed and it would be too time consuming to make that chan...

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...

When processing an invoice where the funds are deposited into another client code, currently we can only set up the deposit side to code to 1 gl number. When processing the invoice, we need to be able to set up the auto book to deposit and record ...

This does not happen. The first approver gets taken to the next invoice and the invoice just edited goes back to the workflow. That makes sense if the edit is being done by someone other than the first approver. If the first approver is editing th...