When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

sometimes you only have part of the number or you may use the same number for commissions, you can then search for all of the SX0225 commission payments whether it's SX0225gary or SX0225neil.

The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items

Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.

When running an income statement using the new cross period date range option, there is no way to know what date range the report is for when viewing the amounts. Having a code for start date or having a code for date range instead of a start and ...

Reports we could pull besides a ledger report for identifying vendors we need to 1099. The Transaction Report as well as the Vendor Summary Report do not capture any returned payments or credits from vendors. When receiving a returned payment, we ...

There should be an option to copy a link where one would normally email links so that it can be quickly and easily shared via MS Teams.

Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the...

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/ad...

Currently searching by scan date will only show images not attached to transactions or supplemental categories. Searching by scan date should show all images regardless of if they are attached or not.