Access search images & trans menu and look for paid invoices for a vendor- results show two dollar amount columns. The amount column is correct however the check amount column is not. If you have paid multiple invoices on one check, that amoun...

Currently you must go into the account to reconcile by clicking the recon button, then the submit button, then the ok button. It would be helpful if you could press the submit button on the bank account list page or have a "submit all" button that...

Came up after an image export was done which produced folders that were titled from the id's and not the description. Some of the default category id's don't match the actual description: ID Description CashReceipt Deposits EFT Transfers CashDisbu...

this is useful for clients and we use it as a cover page. there is too much confusing info from a client pov. they just need a current balance summary. i have to print in excel and edit the report instead of having simple report to send to clients

when employees come to my desk and i want to show them something company data shouldn't be viewable. it should be separate bc it is separate from clients. even with restrictions employee admin have access to too much and i need them to be admin on...

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...

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.

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...