Would like the ability to include or exclude the following fields Bank Account Vendor ID Invoice Date Page number

Utilize the lockbox entitlement via EASI to bring in lockbox activity and images. Agillink to get more detailed information lockbox transactions.

Customer totals on the AR Aging Report currently display above the invoice details. This should be displayed below the invoice details

Need to be able to split a deposit across multiple clients as one check can pay multiple invoices across more than one client

would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.

If a workflow delegation is currently done, the administrator has to do a separate process to ensure the signature will print and then they have to revisit that same "alternate user" to remove that person when the delegation has been completed. Th...

The behavior of the role choice of "Reactivate Bank Account" is wrong or should be expanded. It makes sense that an Account Manager should be able to inactivate a bank account and not require Admin to do it for them. Then the Role choice of Reacti...

When the user selects "All Clients" from the process drop down it should behave like Client List or Enter Client. This would give the user more flexibility to remove clients they do not wish to run the auto bank rec for without having to create a ...

its confusing when deposits which are credits to the bank accounts on the the checkbook register are shown to the left of withdrawals. credits are generally shown to the left of debits. Generally the ability to rearrange columns is also helpful.

There aren't any options to customize reports. We should be able to choose what data we want in our reports. Please refer to MIP Abila (an accounting software) that has really great reporting options