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

Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...

When we have a client with multiple entities, running each bank rec is a hassle. I want to run them all as a group, then be able to look at each individually then then go back to that group… I dont want to have to run the bank recs all over again

Deposit Report - Showing Items that have been approved/reviewed

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

We have many clients that want to be able to see more than just the bill they are approving. In the old system they could and now to be able to see anything more they need to be in inside user. Something as simple as the last amount paid is not ev...

looking for sales by customer, sales by month, total sales and then by customer within that.

would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.

If a workflow delegation is currently done, the administrator has to do a separate process to ensure the signature will print and then they have to revisit that same "alternate user" to remove that person when the delegation has been completed. Th...

As of now the ebills notification goes to everyone that has access to the client rather than the user that setup the vendor. The e-mail contains sensitive information.