The bank notification for transactions over a set amount includes both incoming and outgoing transactions. This should exclude outgoing transactions or allow for a user to only select incoming ACH, Wires

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

An audit trail for who created/updated a workflow delegation

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...

When searching for a detail account to book a journal, the search should take into account the roll-up account a detail account falls under as well.For example, if we’re booking an entry that will hit detail account “Insurance – General Liability”...

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...