I would like the ability to enter the IBAN twice to confirm it matches as this number is typically much longer than account numbers where entering twice is required. Would help immensely with typos.

Just as with the bank account uploads, an upload for repetitives from Legacy/DFX would be incredibly helpful, and would save a lot of time with the setup of clients

Add a column on all To Enter screens to display the user that uploaded that image. When images sit in To Enter for weeks, it's difficult from management perspective to determine who uploaded the image and left it in To Enter. Would be great to kno...

Currently auto bank rec doesn't account for unbooked adjustments in the calculations. When you run the report, it accuratley reflects the unbooked adjustments

Would like to have recurring invoices to be able to replace an image without reseting workflow.

Currently approvers in a workflow are sent an email when a Delegation is put in place but no email is sent to an approver if they are added or removed from the workflow. It would be beneficial to the approver to know when they are being added or r...

Users are looking for a report to keep track off recurring invoices so incase they do not generate they understand when they were supposed to generate and when the bill is due. Some sort of Calendar report could help keep track of all of a clients...

If the user has access to all clients and then delegates for a user they see some clients listed twice in the quick approve page. We would like this changed so it only appears once if the user has to approve it at a later step then it should re-ap...

The Income Statement and Balance sheet show the date the report is run in the heading instead of the date of the financial period being covered.

Is this on our roadmap to have clients pull these reports themselves? I pull these reports in sql for the acct managers who share them with the firms. It's a break down of payments, payment method and number of invoices per client. The report was ...