If you wish to see the ledger balances as of a certain date (not current), it would be great if there could be an option to chose the ledger date for all of the accounts in the group on the main page.

It would be helpful to have the vendor listed in the e-mail notifications that go out when Online Banking Transactions are processed so it is clear what the payments were if looking for a specific one. Currently it is just the Client, Bank Accou...

This firm only wants an email sent out when the delegation period begins but not when it terminates. To keep everyone satisfied, sending the notice should be optional.

would like to be able to have commision tables available while entering journal entries.

Currently default is "View" Put option on user setup page and on user profile preference page to specifiy PDF, Excel or View ans their own preference

When setting up summary exceptions on a credit card, if the GL # hasn't been activated/defined, it does not take you directly to the screen to do it. You'll need to cancel out, go to the define GL#, activate it & go back & start over.

Client is aware that it will auto-save, as long as the "cookies" aren't cleared. Client either wants that requirement removed or have a perm. auto-fill that doesn't clear under no circumstance.

Partners do not want to see that tab since they are not setup as "releasers". If they had the ability to hide that tab, that would help.

Partners having a difficult time answering security questions while on the road. They are constantly traveling.