Currently, users may send a link to specific workflow items that need to be approved. Users should also have the ability to email a link which will take the recipient to the entire "To Approve" box

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...

When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

If you search for a certain person or two people it doesn't bring them up at the same time

Everywhere "Template" or "Definition" is used in a report it should be updated to Financial Statement Style or just "Style". This has caused a lot of confusion with users.

auto payment reminders to the recipient on open invoices - statements

User has inactive clients that are in a group, and only inactive clients are in said group. The user would like to delete this group but is unable to do so because the clients must be associated to one group.

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

Please get rid of the double blink when selecting a client when uploading statements. Before this new update, it would only blink once and now it does it twice and not only does it hurt the eyes it is also slowing down the uploading process...plea...

We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...