I'm having to update g/l #'s to work with InvestLink. I enter the g/l #, hit tab (wait for the info to display), then add two digits to the #, hit tab and the "Update Existing GL Account" box appears...it can take anywhere from one click on the No...

When entering an invoice and picking an existing vendor to fill the page takes about 3 seconds.

Changing a client takes between 4-5 secs

Alert firms when EASI service goes down - email alert Submitted on behalf of Mark from Woodwest Bus Mgmt. Currently we have alerts and pending inbox that shows status but wanted to get an add'l alert, possibly an email.

There are 2 options in Change Profile to clear locks, “Reset Lockout” and “Clear Locks.” Nowhere on the page does it explain the difference. Please add an explanation.

On balance sheet, when selecting the "Negative numbers in parentheses" checkbox on the additional formatting tab - the negative numbers are not properly aligned - appears to be one character too far left.

Users setting up a custom category in manage categories may be confused by the word "String" in Data type selections. It would be more helpful to rename this as "Text" to let the client know that a string is referring to a text-based category.

In Legacy/Imaging you were able to look at the details window and see the status of the transaction. It would show the date an ACH went out and the date it was going to post to the recipient account. We would like this functionality to be availabl...

Most bank accounts that are entered are business accounts, can the default bank type be changed from Consumer to Business in the bank account setup section

Would like the ability to 'lock down' the ability to edit the header/footer/disclaimer on any reports. Currently if you are allowed to run reports you are able to run them without these items. Jason feels like this should be able to be locked down...