Everywhere "Template" or "Definition" is used in a report it should be updated to Financial Statement Style or just "Style". This has caused a lot of confusion with users.

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

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

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.

Get better description of the errors when uploading invoices similar to the errors that display when uploading journals. Example involving levels- error displayed "cannot validate g/l code" when uploading invoices. Copied the same data into a jour...

As of now you can go into each image to update category, client, description, etc... but to delete it you must go back into the inbox and recall which image you clicked on to delete it. Would be great to delete directly from this pop-up

We think that the ledger balance should be affected as soon as a invoice has been written/submitted, not after it has gone through the full approval process. It will give the approvers a better idea of where the client stands with their cash balan...

Currently if you want to run a report through today, you need to select "select date", then "enter a future date", then click on the calendar, then select today. It would be helpful to have the option to only have one click instead of four

When you are recoding an invovice with an adjusting journal entry, you can run into a situation with multiple lines where you can't see the Accounting Date field that is required. If you cannot see it and do not know it exists, when you hit submit...

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...