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.

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

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

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 ...

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