We have many documents or investments which are larger files and they cant be uploaded. please advise!

When entering a deposit from a particular payor that is defined in the system, would like the ABA number to be stored and displayed after a receipt is entered and they are doing the next one. This is helpful if entering multiple checks from a sing...

Having the ability to exclude specific GL accounts would be useful in the general ledger (especially for bank accounts, when needed). This is currently possible on the Liquidity Report.

The general ledger gives totals for every GL account but not the grand total for all the accounts selected. I have clients that ask for the detail activity and total for multiple expense accounts.

When checking the Banking->Entitlements page, clicking on the View Linked Accounts should show linked accounts with Comerica Bank Accounts. Currently, the View Linked Accounts only show up if the accounts are CNB bank accounts but Comerica acco...

To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...

When recording a payment, the bank account is greyed out after inputting a vendor name. Have to reset or delete the payment entry in order to change the bank account.

As it is now, invoices that are ready to pay or be released are still seen in the "pending" folder, along with invoices that have not yet completed the approval process. The ready to pay/release invoices show the bookkeeper(s) as the "approvers", ...

Would like the ability to print a Graphic Form version of the 1096

I'm deleting/adding several levels on a client to clean up how it looks. However, I got an error message that I cannot delete an item (that I thought was empty). It would be very helpful if the error message could state WHAT was deleted. I had to ...