When viewing PDF documents in imaging, one should have access to some of the basic features Adobe Acrobat already provides (i.e. to use the highlighter pen, arrows, underline and tic tac calculator feature) rather than making those changes to the ...

Excel is the most used tool by Accountants: Specially for Audits, to search items not easily identified or matched, Excel capabilities like: Pivot Tables Text to Column Search Math operations Conditional formating The list could go on for pages I...

In the Vendor Export, there is currently not a way to type in the code name or client code to bring up the entity that you are looking for. This then takes time to find the specific client, or group of clients.

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

Can you please increase the idle time (inactivity) time before automatically logging off users? Or better yet, let the user choose the length of inactivity time before automatically logged off. The reason for that is a lot of times when processing...

Is it possible to do 1042 reporting or at least add a category in 1099 reporting for this? It would be extremely helpful at year end to process the 1042 reports necessary.

A way to create recurring invoices from previous invoices. I know in order to create a recurring invoice you need to start fresh, but it would be less time consuming to use a previous invoice as a reference.

Currently the only way you get both on the results is pulling by accounting date and sometimes that date is unknown. Another one of his requests is to put a restriction on the acctg date by user role or a firm setting. He has users entering in acc...