Users are looking for a report to keep track off recurring invoices so incase they do not generate they understand when they were supposed to generate and when the bill is due. Some sort of Calendar report could help keep track of all of a clients...

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...

In the "Reconcile-Auto" section it would be nice to update bank balances if needed. This would be helpful for bank accounts that do not have entitlments or balances pulled in from the bank (CNS, other brokerage accounts or non-cnb accounts.) Also ...

When you make a bank account inactive, if you go to record a deposit or payment manually, you can select the inactive bank accounts. Since you do not set an inactive date on bank accounts, you should not be allowed to select those bank accounts on...

The header of the bank reconciliation reports changes if you run it from the Standard Bank Rec menu or Auto bank Rec menu. The Auto Bank Rec menu prints the header with the Client ID before the client name and extra description information on the ...

I want to suggest adding the option for a single user to have different roles for different client groups - i.e. for Group A they have a Bookkeeper role and for Group B they have a Scan Only User role. This will be very useful if a user has a prim...

Much like the ability to receive email alerts for bank balance limits and high priority approval/release items, it would be extremely helpful to have the ability to receive email notifications for failed/rejected wires.

Please allow the fields to be selectable for the Search Images and Transactions. This would allow us to pick which headers appear and which do no, specifically the Description header.

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.

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...