Locks slow down the review and approval process. It takes multiple steps to clear locks and there's no shortcut for it.

We need the ability to run an Open Invoice Report for multiple clients at the same time. This report is essential to ensure we don't miss a bill, but we can only run it one client at a time. That is incredibly time consuming. It existed in Legacy ...

Currently, most day to day users do not have the ability to just view the prototype chart of accounts as if we had access, we would also be able to edit. An option to just view without editing would be very helpful in that we would have easy acces...

Bank reconciliations: We need to reenter the client names if we change the dates of the recon. Reconciling one month, often requires looking at the month before and a portion of the month after It’s a big timewaster having to reenter the clients n...

Create a demographics page (just like in Legacy) to add the clients personal information (SS#, phone numbers, family information, dates of marriage, birth, death, etc..).

clients that do their own tracking tend to use excel we have a large client and it is time consuming to run sigular reports across the 6 entities to be able to get an excel.

If a user would like to see how a previous invoice was coded and they click "View History" and click on a particular invoice it opens that invoice and takes the user out of the invoice which they were approving. Users would like to stay in existin...

I would like to be able to change the bank on an existing deposit. Right now you have to delete, re-use the image and re-enter the deposit. This is time consuming.

Entitlements page says AP Book Menu says Transfer Funds Vendor says Book Transfer Invoice page says Book Transfer

Give firms the ability to filter closed/inactive accounts on the Bank Rec Status Admin Report (see attached)