Change made to any admin task, require a comment stating why.

An audit trail for who created/updated a workflow delegation

The system defined transactional categories should always be on top of the list when associating documents. Currently when a custom category is created, if there is no Asterix, then they are listed in alphabetical order with the transactional cate...

Having the ability to select specific users who can access client lists would be incredibly beneficial for running reports and auto bank recs. Currently client lists are only available to the one user who created it or have it globally available t...

Firms tend to include the bank recs with their monthly cash flows, and they do not wish to have the full bank account numbers shown/included.

In the Admin Report, “Bank Reconciliation Status,” you can currently run by clients. Can we add an option to run by list and/or group, as users and admins want the ability to audit a certain desk or client group to see when the last time bank recs...

currently this box is sorted by client ID. it would be much more useful if the option to sort by name was available.

Essentially to be able to update vendor and bank info on a vendor in one window and have it update/overwrite other entities would be a huge time saver. We have clients with multiple entities that have vendors update their address and payment infor...

The user wants the “Detailed Description” to show on the Deposit report & ledger. The only thing that shows up is the “description”

Submitted on behalf of Joe/Dan from Gelfand - Print the userid on the upper right corner of the check face (can even print in the blue area of the check). This is helpful when another user is picking up the printed checks and they can easily ident...