It would be helpful to have the time stamp on transfers sent to the bank via electronic funds transfer. Currently, it only shows on the business suite side.

Please reinstate the feature that shows who approved prior invoices. It's currently not showing and is helpful when you see the history of approvals.

This will help the approver not have to click into the Invoice tab and will save time when approving invoices for accrual clients.

When searching for an invoice there is a column labeled due date. I see no reason for that. A check date column would be more useful.

When running Scheduled Income Report Automation levels are run as consolidated instead of detail.

It may have seemed like an intuitive place to put this button, having it between the bank and the ledger transactions, but practically, when using the bank rec module, it simply is not intuitive. My assistant and I both keep wanting to go to the b...

Currently we have to go one transaction at a time and click the MATCH button each time. It would be nice to be able to find and click off multiple transactions and just click MATCH once. It would save valuable time (in consideration of the process...

External users should be able to set up their own workflow alerts. Currently, they do not have this option, so they need to rely on the admins of the site to assist.

At the moment, when sending a Bill Pay Epay, no other information is transmitted as part of the payment. There could be situations where a vendor requires notes or description/addenda to be added to the payment to convey the proper client is paying.

Would like to see an account's balance when entering transactions. This allows users to easily verify if totals on gross receipts (example) match from the studio to the ledger