Please include an option to print the bank account number in the bank rec header. Easier to identify which account the bank rec is for. And maybe make the print a little bigger to be more readable?

When a user reviews a recurring invoice and then it goes through workflow approval it lists that the reviewer 'approved' in the first step. This is very confusing it should say that the user 'reviewed' in the first step.

Would like to be able to have a commissionable deposit approved instead of the invoices it creates.

We would like to have a field that we can put the payor name into and have it print on the deposit slip. This should maybe be firm setting that you could switch on and then it would just print whatever payor is brought in when processing the deposit.

Would be nice to have an option to receive a report generate reminders / reports and e-mail to you when invoices are 30/60/90 days, etc.

Allow all deposit types to easily recode commission box as things can be fluent throughout a period. Currently, if you've applied the deposit to an invoice you cannot touch the commission table. It would be nice to not have to unclear everything &...

balances dissapear from external user home screen without this role - other system roles may work also just not reported to me.

Able to export to excel/pdf search transaction results

Able to export to excel/pdf search results