create a report of setup SWIFT codes

When you go to Manage level ID's section the inactive levels appear.

Utilize the lockbox entitlement via EASI to bring in lockbox activity and images. Agillink to get more detailed information lockbox transactions.

When recording net payroll direct deposit into two different bank accounts, the system will not allow you to record the amounts deposited in both bank accounts as shown on the attachment. You have to record the amount deposited in one of the acco...

Create notifications for custom categories that trigger when documents are uploaded. This will be helpful for notifying the tax department that files are available for a particular client.

Allowing the vendor's banking details and the email contact will allow you to double check the payment info and contact info is still correct in the To Enter process. Right now, you have to go into the vendor set up prior to entering to even see t...

Add the description of the AR invoice to the AR Aging Report. Currently you need to drill down into the AR invoice to see the description.

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would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.