Currently auto bank rec doesn't account for unbooked adjustments in the calculations. When you run the report, it accuratley reflects the unbooked adjustments

If the user has access to all clients and then delegates for a user they see some clients listed twice in the quick approve page. We would like this changed so it only appears once if the user has to approve it at a later step then it should re-ap...

Currently approvers in a workflow are sent an email when a Delegation is put in place but no email is sent to an approver if they are added or removed from the workflow. It would be beneficial to the approver to know when they are being added or r...

Upload Vendors via Excel. Allow Type "None" Currently it only accepts Checking or Savings.

it allows for a quick review of all vendors with the expected 1099 dollar figures. I used it in DFX and found it very helpful to quickly prepare a schedule of all expected 1099s

This feature will benefit accountants and tax professionals by automatically allocating income to partner capital based on each partner's share of income. This feature should be an option when setting up new clients and can be changed at any time ...

right now you have to search images that have no relationship and go into each separately and delete via tools. it would be super helpful and a time saver to be able to select as many as you want and delete all at once

When you go to Manage level ID's section the inactive levels appear.

Utilize the lockbox entitlement via EASI to bring in lockbox activity and images. Agillink to get more detailed information lockbox transactions.

Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.