Exported PDFs are password protected and prevent modification. these should not be protected or the password should be set by the user exporting or at a firm level.

Printing the product ID on an AR invoice should be optional

Sort Levels by Level ID, not by the Description or they order they appear in the Define Levels page This is an issue we mainly encounter when running reports

The delegate group is duplicating invoices when the delegate user is in that same step as approval user (see attached).

I need the ability to enter A/P invoices for clients and needs to set up a "no workflow required" rule to apply to manual checks payment method. These clients use workflow for all other payments as well. Currently, users can setup Manual Check pay...

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...

Percentage fee reports have a maximum of 5 entries when running fees (even though you can enter more, only 5 will show on the report), some clients have prior reps that are still owed commissions on projects, so increasing the maximum entries from...

Users would like the ability to run the Trial Balance report with four columns; the beginning balance, ending balance, credits, and debits.

option to page break after Total income and Expense.