We don't curently have a way to deposit a check paid in foreign currency such as Canadian funds.

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.

being able to search by a keyword would be very useful, that way we could search for a vendor or payee, etc when looking to see if a transaction has cleared. We can search this way in the online bank activity in imaging by simply using "CTR+F"

Sort Levels by Level ID, not by the Description or they order they appear in the Define Levels page This is an issue we mainly encounter when running reports

Files are scanned as high quality OCR'd images in color. We have numerous documents/credit card statements that are larger than 50MB.

The delegate group is duplicating invoices when the delegate user is in that same step as approval user (see attached).

I need the ability to enter A/P invoices for clients and needs to set up a "no workflow required" rule to apply to manual checks payment method. These clients use workflow for all other payments as well. Currently, users can setup Manual Check pay...

Persons would not be able to release these electronic post-dated payments until the chosen date, so as to not release anything to the bank earlier than specified.

Mass Mode should be available to print multiple entitiy reports for one client. Most of our cleints have more than one entity, it's time consuming to print cash flows for each entity.

Sometimes a recurring template is not set up perfectly and the next generation date is off or too far ahead. At the moment, I will need to manually create invoices for some recurring payments until the next generation date, several months later, h...