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

Acct. Mgrs. & partners not liking this functionality.

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...

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.

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

If they were not able to process the international wire the same day. They would like to be able to edit the existing international wire with the correct dates and resubmit. Currently they have to delete the invoice and generate a whole new invoic...

When running a financial statement or a liquidity report, there is no reason to have to select the template. Each client only has one template, so the software should detect it automatically.