Users would like the option to save or auto fill dates in the Reconcile - Auto screen when selecting All Clients or Enter clients from the drop down. This would save time when reconciling the same month on multiple clients (i.e. Reconciling Octobe...

To be able to search for an Image or Transaction by selecting a user name that uploaded or entered the item would be extremely helpful, as I often want to see what a particular person has done within a Category or date range.

Gap from Legacy in that before if you entered a transaction amount that had no cents you did not need to enter a decimal you could just enter 123 and the system would know it was $123.00. This is another gap from Legacy that they have run into tha...

Currently, if Client A is making payment on vendor Client B's A/R invoice by book transfer and Client B's deposit is being automatically being recorded, the payment is not being applied to the invoice. We have to make a separate deposit entry on C...

Requires that the full 9-digit Tax ID has been entered in the vendor screen. Any more or less will cause issues down the road with issuing the 1099's.

When a client live-signs checks, there is an ability in Legacy to check off to have the partners/allocators initials added to the corner of the check. This is used for a lot of live-signing clients.