Can you please make it a user setting to allow/not allow auto advancing. Seems like the assumption is that I will sit and enter until there is nothing left to enter, and that's just not how we work in the real world. It's not a good user experienc...

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...

Currently, you can only filter by client in the To Review and To Pay inboxes. It'd be very helpful if we were able to filter by client group in these inboxes.

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...

If there could be a way for the system to distinguish between a set check vs. document/report printer, that would be very helpful, so that users do not accidentally print reports to check printers. Currently, they have to always be aware of what p...

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...

Saved settings don't honor the report output