Pre-saved “structures” for reports where we can custom set the level of drilldown into any client’s report as we please. We would like to be able to save these presets at both company, group and user level. Currently we are only able to run report...

A notification should be generated when an override of an invoice occurs alerting users

Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel. An...

Certain cash strapped clients would benefit from Holding on release items to ensure there's enough fund to cover.

Would be a big time saver when compiling invoices for reimbursements to be able to search for all images by Level

I have access to several groups on my logon. It would be very helpful to select specific groups for XYZ function I'd like to run. For instance, I only want to review Pending invoices for 3 of 6 specific groups. Choosing specific clients would take...

While there does exist the payment register report and payments by client report, there isn't a dedicated report for check counts issued on a monthly basis.

For fraud prevention: Stronger/Better visual on invoices when vendor information has changed. In the To Approve and Pending invoice workflow, there should be an icon next in the 2nd column (like the yellow notes or recurring item icons) that indic...

Reporting - Accounts Payable - Vendor Report Would like to be able to run a vendor report like we had on Legacy. I was able to print a vendor report by client showing all details including login information. I was not able to find such report on A...

It is common to run into realizing you are in a closed period and need to open, or vice versa, when running reports or entering/updating transactions. This would be super efficient as we would not have to open a new tab or leave what we're working...