I want to suggest adding the option for a single user to have different roles for different client groups - i.e. for Group A they have a Bookkeeper role and for Group B they have a Scan Only User role. This will be very useful if a user has a prim...

Much like the ability to receive email alerts for bank balance limits and high priority approval/release items, it would be extremely helpful to have the ability to receive email notifications for failed/rejected wires.

Please allow the fields to be selectable for the Search Images and Transactions. This would allow us to pick which headers appear and which do no, specifically the Description header.

Cash Flow does not provide an option for Final transaction account (include the final recode).

On the FYI, we alert for changes, but we do not alert for deletions. Is it possible to have on the FYI’s for Journals, Deposits, and Payments an alert for deletions.

Add the notes to the app for approvals. We use it for recording wire verifications with vendors.

It would be helpful if the image does not disappear when you click on any other menu option. Having the bank statement image opened helps in reconciling the bank account instead of printing and/or saving the document!

Currently we have to drill down further for this info but I am constantly asked for this information on the fly so would be very helpful. It gives all the info EXCEPT payment date below. - See screenshot

Please allow for a notification to be sent when the bill pay payment method changes from E-pay to Draft. This will allow firms to take proactive steps on choosing payment methods.

It would be great to have a seperate notification check box you can add to a client under online banking notifications that would notify specifically is there is a EASI rejection on a client. I believe currently there is a notification that goes i...