this is useful for clients and we use it as a cover page. there is too much confusing info from a client pov. they just need a current balance summary. i have to print in excel and edit the report instead of having simple report to send to clients

when employees come to my desk and i want to show them something company data shouldn't be viewable. it should be separate bc it is separate from clients. even with restrictions employee admin have access to too much and i need them to be admin on...

can identify accounts that need to be covered for a client list

sometimes there are ach deposits or debits that we do not have backup for or the agent & client do not notify and our balances are off. would be easy to spot adjustments needed. when clients request balances, it is helpful to have this info re...

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.

User would like to be able to copy and paste an email address into the confirm email address fields when entering contact information on the 1099 E-File page. It currently requires you to manually type it in and you cannot copy and paste into that...

or perhaps - have the option to have a different number sequence when printing manual or blank checks

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

Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...

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...