SO WE CAN SEE WHAT BANK ITS COMING FROM

Book balance should populate as of GL Date and not current-date book balance. Today’s book balance is irrelevant to the bank rec process being performed. It provides no usable information for this feature.

You should set up Financial Reports Templates instead of letting us create them. It is very hard to create them and to define them. You know how to do this, because you did set up reports in Datafaction.

Please add option to payment terms to vendor profiles

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.

When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...

If the payor settings have the commission settings entered, it would be helpful if that carried over to the trained deposits per the payor set up. Currently, you must manually go in and select the commissionable income setting on each trained depo...

Re-organize and uncomplicate the creation of recurring template and the editing of a recurring template.

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...

Could we put in the ability to check a bank account, as its being entered in the Bank Definition page, to confirm it doesn't exist on any other client? If it does exist on another client can an error message be presented saying "This account has a...