While I'm entering an invoice, I like to reference the previous invoice to check my work. While I have my invoice I'm working on up in one window, I open another window to check the previous invoice under that vendor. Then once I'm done reviewing,...

It is especially important when drilling down to invoices by client. The vendors are in some random order which doesn't make sense so I have to always sort by vendor name in order to get it to alpha order to quickly find the vendor I want.

It would be useful (especially in light of recent bank troubles) to be able to generate a report that would list routing numbers and bank names for all vendors for ease of reviewing wiring and ACH instructions instead of going into each individual...

We would like a cancellation date field, so if we have to cancel an invoice after a posting period, the financials won’t be off. Right now it defaults to the date of cancellation, and if it’s post close, the invoice still shows open in the previou...

In search images and transactions, finding the "search all categories" is not intuitive as it is buried in the "Advanced search" option in the bottom of the page. Develop a way to make the more obvious or perhaps make it its own page.

Can we Add an Associate Immediately to Documents Upload to the multiple documents upload page?

When we have a client with multiple entities, running each bank rec is a hassle. I want to run them all as a group, then be able to look at each individually then then go back to that group… I dont want to have to run the bank recs all over again

We have many clients that want to be able to see more than just the bill they are approving. In the old system they could and now to be able to see anything more they need to be in inside user. Something as simple as the last amount paid is not ev...

You should set up Financial Reports Templates instead of letting us create them. It is very hard to create them and to define them. You know how to do this, because you did set up reports in Datafaction.

Add a folder to associate backup documents