Client would like to be able to view the journals that affect the cash associated with the bank account

Get better description of the errors when uploading invoices similar to the errors that display when uploading journals. Example involving levels- error displayed "cannot validate g/l code" when uploading invoices. Copied the same data into a jour...

When a change has been made to the vendor, it would be great if the notation could be shown towards the top of the Details tab. Currently, it only shows in the Invoice tab (which approvers do not approve from), or at the very bottom of the Details...

Setting up the 1099 on the deposit payor would be helpful so it auto-populates the vendor information when making deposits with commission withholdings. You could still have the check mark to override if not needed.

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...

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

Saved settings don't honor the report output

We do weekly transfers from the Mgmt account to the pocket account. We would like to have this in the accounting software. Currently does it on Treasury net