The 1099 transaction report should have grand totals of the compiled column so that it is easy to double check that the 1099s printed equals the 1096 total.

Enforcing consistency at the firm level is generally good but in some cases it may be more desirable to give the option for the recordation method to be controlled separately since it affects Cash Flow report presentation. Using Deposit/Receipt ca...

Currently if a template is set up, and the user forgets to check the "make template available globally" checkbox, there is no way to go back and check it off, as it is greyed out.

Clients want to know when the payment was made in relationship to when the invoice was received

Have divisional columns for the cashflow report with grand total column at the end.

Under Define Vendor, if you go to Previous Payment, nothing will show up in Last 12 Months, or All History if the payments to that vendor were entered as Payments, not Invoices. It would be very helpful if they would show up here without having to...

In the Vendor Export, there is currently not a way to type in the code name or client code to bring up the entity that you are looking for. This then takes time to find the specific client, or group of clients.

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...