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...

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

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,...

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 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 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 ...

The only way to successfully print a copy for our workpapers is to complete the following: You can print a blank 1096 form on standard white paper and then put that printed form back into the printer to print the 1096 information on. It may not be...

Add the ability to drag & drop images in the detail tab of transaction screen