SINGLE SIGN ON CAPABILITY INTEGRATION to the firm's windows network

This will allow more flexibility between teams wanting ultra-summarized vs. those who don't

In the legacy system – imaging you could click on the History Chart (within the bill pay) and once the chart was displayed you could click on a previous month and it would take you to the detail. The new system does not do this… can this be incorp...

When attempting to run a liquidity report using the up arrow to add dates for the report no longer works. Kacey stated that it was working up until a couple weeks ago.

When approving on a mobile device, the client is forced to approve an Int'l wire before checks. If not, the checks previously approved, will void out.

When paying and printing checks, to have the option to sort and print checks in alphabetical order. This is useful when printing certain reports or submitting a PDF document of checks printed for clients to review.

When running the payment register report, if a detailed description is present in the GL coding the GL name does not print. It should print both.

It is helpful to have a separate space to clearly enter Recurring items, which of course would take us directly to the recurring items entry screen.

when doing a search in invoices add the name of the approver in the search results

Don't allow payment of an invoice w/electronic payment method with effective date that will be rejected by EASI. Example: Entering an effective date of 8/30/19 when the effective date EASI expects must be on or before 8/22/19. It just causes the u...