The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...

User reported that when making a user inactive, the user still needs to have atleast 1 client group added to their user profile. Being inactive should nullify that requirement and if the user is then later made active, a client group should be req...

Invoices On Hold should have its own inbox for quicker identification and searching

I think there should be a Master search without having to pick a specific tab.

As clients/external users can login to approve checks, also add the ability for them to review/view any deposits that have been recorded (add them to FYI's?)

Users Would like to run an Income Statement on Level 3 and have it include Levels 1 & 2 set to ALL. Currently users must choose a specific Level 1 & 2

When you login you should be able to indicate how long the system should keep you logged in. I should be able to indicate for the system to keep me logged in for 2 hours, 4 hours, etc. Otherwise, I find myself constantly continuing to put in my pa...

All the Inboxes and other menus that can have hundreds or thousands of results should have pages to allow for faster loading. If these inboxes had pages, they would not require the ability to load more information on a single page. By creating pag...

This would help anyone that has to approve invoices once they go into the pending stage. If you can select your own name, then you can quickly see what you need to approve rather than having to see all the pending invoices. It's also helpful if yo...

Admin > Firm Settings > email to notify recurring invoice didn't generate. Firm wants to specify which clients and doesn't want to give one email for all clients at firm.