The invoice template does not have a professional look. It needs to be redesigned.

Have the ability to run a report of bank accounts by client. This would be done as a security measure with regards to the banking upload step to audit the accounts that were part of the export from Legacy. This would ensure that the accounts match...

Auto-fill settings in browsers are causing users to be locked out, and auto fill incorrect data into fields. For example, Last Check number field in the bank definition may be auto-filled.

In the reconcile accounts function, it would save time if users were able to match more than one transaction on both the "bank transactions" side and the "ledger side" versus only being able to select multiple transactions on only one side.

If you create a EFT today 4/10/19, the transaction date will be 4/10/19. If the transaction requires release on Easi, and does not get released until 4/11/19. the system changes the effective date so that it will be processed by easi, but it does ...

Is there a way to search through credit card statements? All other uploaded documents can be searched through except for that. The only way I've been able to find is by knowing which bank the credit card is from first and searching through "invoic...

There is currently no pen & paper icon available to set up vendors on the fly, when marking a line in a deposit or journal entry with a 1099 code.

External approvers should be able to see the workflow of who entered invoices, who approved before them, etc, so they are comfortable that nothing was overridden. This was a functionality available in Datafaction legacy.

Able to click on ledger items and stay in the ledger rather than jumping back and forth from the dashboard.

Have the ability to sort accounts by financial style, GL account or description on the Schedules. Currently only available on Balance Sheet and Income Statement.