can identify accounts that need to be covered for a client list

sometimes there are ach deposits or debits that we do not have backup for or the agent & client do not notify and our balances are off. would be easy to spot adjustments needed. when clients request balances, it is helpful to have this info re...

When we have a client with multiple entities, running each bank rec is a hassle. I want to run them all as a group, then be able to look at each individually then then go back to that group… I dont want to have to run the bank recs all over again

We have many clients that want to be able to see more than just the bill they are approving. In the old system they could and now to be able to see anything more they need to be in inside user. Something as simple as the last amount paid is not ev...

User would like to be able to copy and paste an email address into the confirm email address fields when entering contact information on the 1099 E-File page. It currently requires you to manually type it in and you cannot copy and paste into that...

As of now the ebills notification goes to everyone that has access to the client rather than the user that setup the vendor. The e-mail contains sensitive information.

Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...

DF had this filter/selection when running GLs and it was super helpful for big touring clients so we can easily see non touring activity vs general overhead.

The reports currently are set to fit for legal size paper printing. This is unnecessary because the only reason it needs to be on legal size is because there is a lot of wasted space on the side. It's also inconvenient for us to remember to always...