Just as with the bank account uploads, an upload for repetitives from Legacy/DFX would be incredibly helpful, and would save a lot of time with the setup of clients

THE ABILITY TO EDIT A DOCUMENT UNDER ENTER INVOICES, PERHAPS IT'S IN THE WRONG CLIENT, TO MOVE IT OVER YOU CURRENTLY HAVE TO CLICK ON IT, A WINDOW OPENS TO ENTER THE INVOICE, THEN CLICK A TAB, SCROLL DOWN AND "EDIT DOCUMENT", IN THIS CASE IT'S ALM...

Hello, I was wandering if you can implement a way to reprint a non-negotiable check copy like you can reprint a check. In case someone needs a copy or for our records. Thank you.

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...

I want to setup my system to only require signature passwords on check reprints.

We pay credit cards that have about 100+ lines which we code per user with the same code. For example user 1 is coded to gift - daughter A, user 2 is gift - daughter B. It would save us time if we can populate the excel file with the codes already...

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...

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.

Just like the partial payment option for checks, it would be very helpful of partial payments for Wires/ACHs as well.