In the pending invoice section, we should have an option to view a client's activity by banks. Several clients have accounts with different banks from which we pay vendors. This addition will greatly simplify the process of viewing and reviewing t...

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"

TFS #122798

I have to send the backup to the agent when printing the check - it would be helpful for the system to automatically print the scan of the source document

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...

When voiding an invoice, notes, related documents, original approvals, etc. are deleted. These removed items are needed for future reference when referring to the voided invoice. I have also spoken to other firms who are also frustrated with the d...

Some transactions need to be coded differently for the same vendor of which it's hugely inconvenient when AL autofills it. So like say if in one statement, person A has and amazon and I code as such, AL will code all transactions to person A. And ...

If a user has three family sets of clients organized by groups in their user profile they can only see the clients on the dashboard based on the active client in the menu. Account Managers would like to view all the balances for the clients they a...