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...

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

Pending transfers should show with pending open invoices in the approval totals like it did in dfweb.

It would be nice if this option would stick. When reviewing pending items, and you make a change to an invoice, rather than going back to the same client, you need to "filter by client" again.

Currently you have to drill into each EFT to get the approve button. Way too time consuming. Need a quick approval check box to approval all EFT's.

When changing the address or phone on firm settings it would be great if you were able to change/update that address for existing bank accounts and clients. Maybe you could pick a client list to have it update the client address and then next time...

On AP invoice detail, would like the ability to sort GL line items by amount or description

After clicking cancel or submit in auto recon the list of clients selected clears out. Should also be able to change the date range for client selection and run auto recon multiple times.

When I see a bank balance on the home page, I drill into the activity to see the balance, but the amounts don't total up to match the amount shown on the home page. I believe this is because the activity report page doesn't include sweep account b...