Front page ledger balance should reflect the book balance which includes all processed transactions unapproved/approved/not yet released/post dated. This will save time. It eliminates the constant need to run a liquidity report and therefore will ...

We processed an international wire dated 2/6 thru approvals. It was released the next day 2/7 without any issue but the funds never went out because these can only go out on the same day they are dated. The system should stop us from releasing at ...

It would be nice if there were ways to download and record outside bank account activity the exact same way we do credit cards. BAI file format in the import statement screen isn't viable for all bank accounts but most banking sites have the data ...

Currently, relating a transaction show the description of the document in the related item description. It should show the transaction description instead.

It would be very useful to add a note next to the Description field to confirm the character limits sent for ACH's and Domestic Wires. This is so that when a user is entering in a transaction, that they know how many characters entered will be tra...

When running an income statement using the new cross period date range option, there is no way to know what date range the report is for when viewing the amounts. Having a code for start date or having a code for date range instead of a start and ...

Would like to see a dynamic variance column that represents the difference between whichever 2 periods your are choosing to display. (e.g. prior year end vs. current period, prior quarter end vs. current period, prior month end vs. current period)

There should be an option to copy a link where one would normally email links so that it can be quickly and easily shared via MS Teams.

Certain cash strapped clients would benefit from Holding on release items to ensure there's enough fund to cover.

Currently searching by scan date will only show images not attached to transactions or supplemental categories. Searching by scan date should show all images regardless of if they are attached or not.