Ability to add the option to include the Vendor/Payee Address to the (Invoice Reports) Payment Register Reports specifically.

In the formatting of the P&L and Balance Sheet, the default is however the category and sub-category was structured when uploading the chart of accounts. If there could be a check box to cap-lock everything on the report or toggle case everyth...

Please include the Image ID number along the top of the image

from the "Categorize Documents" page, please add the ability to delete the entire document without having to go back to the "To Complete" screen. As it stands now, you can only delete page by page, which is time consuming, and even to delete on th...

Often direct deposits with many withholding taxes are exactly the same - very close to same. Would save a lot of time...

when multiple invoices are paid on one check, all invoice numbers should print somewhere on the face of the bill pay check.

In legacy there is a Feature on the third page of the Vendor Entry screen to "make payable to vendor ID". This feature allows users to have the original vendor show up on the invoice for accounting purposes as the end recipient of the payment whil...

It is extremely useful to be able to export GL data to excel in a csv type format that allows for easy sorting, by account number, vendor, payor/payee, etc. See example export attached. This allows for using the filter excel setting, vlookup formu...

At the moment, when sending a Bill Pay Epay, no other information is transmitted as part of the payment. There could be situations where a vendor requires notes or description/addenda to be added to the payment to convey the proper client is paying.

Currently Online Banking Status Notifications "No Notification, Action Required, All Statuses" apply to all clients the user has access to. A user should be able to define which clients/accounts this should apply to. I have access to all accounts ...