Certain users should be allowed to view the bank definition page, but not have the ability to create bank accounts, or make any changes to the definition. Users can currently view the entitlements page without being able to check off entitlements,...

Custom columns would be below and attached: Date of charge, Vendor (the vendor/service that charged the credit card), amount of the charge, entity/client who paid the charge (if the charge was split), GL account, a column for each level (Level ID-...

The general ledger should be updated to match the balance sheet/income statement drop down and selection with levels

Credit cards usually have 16 digits, however, ACH’s only pull 15 characters from the Vendor Account number.

When users login via the mobile app the system does not record their login. In the user logs it only shows last login for the site and not the app.

Does not allow user to run report and chose “sort by due date” only. Once you run the report in View – you get the list below but when you chose the Due date sort it still is out of order. It looks like it is trying to sort by vendor & vendor ...

We need to be able to create a copy from an existing journal entry. This will save a lot of time rather than typing in the journal entry line by line.

When adding 'choices' to a considerably long list, those choices appear at the bottom. In order to alphabetize you're required to move the newly added option to its alpabetical position one spot at a time.

CNI balances not showing up on Mondays

IN IMAGING WE ARE ABLE TO SEARCH BY THE NAME OF THE GL CODE IN ADDITION TO THE CODE ITSELF. FOR EXAMPLE, IF WANTING TO LOCATE ALL INSURANCE PAYMENTS, TO VARIOUS VENDORS AND CODED TO VARIOUS GL CODES A SEARCH FOR INSURANCE IN THE GL DESCRIPTION BOX...