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...

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.

Please add an option in Alerts for us to see when we have locked a document, so we know to clear it. Please also put the "Clear Locks" button in an obvious location. Currently its buried in our User ID, Change Profile, Admin, Actions, Clear Locks,...

Separate workflow delegation by workflow type. A user can be a part of review, approve, and release workflows and I don't want to assign all workflow types to the same delegate

We need to know when a client walks into a branch and makes a deposit asap and not a month later when we receive the bank statement. There is usually a stub with more information which we can obtain if we know about the deposit when the deposit is...

Currently when searching for an invoice or deposit in the "Search Images and Transaction" page, there is a search option by GL Account but there is no option to take the search criteria further to the Level/Division.

We should use the terms "Level Rollup" and "Level Detail" to help distinguish what is being referred to by end user. Levels 1, 2, and 3 in Admin >Clients >Detail tab should be Level Rollup. What is within said Level Rollup should be called L...

We use the "to complete" as a mini workflow for special purposes and the fact that we cannot see the values in the specific columns, despite the definition on the category being set to "YES" as Column, makes it very difficult. Especially since we ...