00839117

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

If a workflow delegation is currently done, the administrator has to do a separate process to ensure the signature will print and then they have to revisit that same "alternate user" to remove that person when the delegation has been completed. Th...

The behavior of the role choice of "Reactivate Bank Account" is wrong or should be expanded. It makes sense that an Account Manager should be able to inactivate a bank account and not require Admin to do it for them. Then the Role choice of Reacti...

When the user selects "All Clients" from the process drop down it should behave like Client List or Enter Client. This would give the user more flexibility to remove clients they do not wish to run the auto bank rec for without having to create a ...

Ability to expand or widen the detailed description field in the invoice screen to show full contents in field.

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...

moving notes section & adding additional notes section to bottom of invoice. You have tons of blank space at the bottom and a bunch of info up at the top crammed together which can make things blend together and not easily identifiable.

SO WE CAN SEE WHAT BANK ITS COMING FROM

Book balance should populate as of GL Date and not current-date book balance. Today’s book balance is irrelevant to the bank rec process being performed. It provides no usable information for this feature.