I really like AP Book Transfer tool and on the tutorial it says that it's available for CNB and Comerica accounts only. Well, I noticed that CNB accounts are linked within one client group without sending a separate request for that. But Comerica ...

Would be useful to code directly from the balance ledger instead of only through the Bank - Auto recon

The reports give very generic data. It would be great if we can choose what type of data we want when we run reports. For example, for "Deposits Report," I want to see which user scanned the document and what time they entered the document. We sho...

At the moment, if you check off grand totals it will total all columns with no distinguishing between the columns. There should either be a way to decide which columns will be added as part of the total or total each column based on level separate...

If a user checks the Yes button for Use next Payment number, the button should remain checked for the session that the use is in. Currently after submitting a payment, the user has to select use next payment number each time.

I have had multiple firms ask me for the ability to run an Income statement for a 12month period that is not their standard fiscal year end. As far as I can tell there is no default column definition that would accomplish that but on UAT we have a...

when you search a user and the screen gives you mult templete, leave the search open until you have remove the user from all groups, otherwise you have to redo the search

Acct. Mgrs. & partners not liking this functionality.

When inputting for accounting clients (after the fact) resetting to today's date is not helpful at all. We will be inputting last years data and it should not reset but instead use the last date entered. Just like it does for Payments and journal ...

We should have the choice to either run the report showing the accounts used by the client, or have the option to run the report showing all available accounts on the template.