All ideas

It would be very helpful if on the monthly window in the budgeting screen it would show you the average. As of now, I have to calculate it manually when preparing the budget. If it could average through the last month closed that would be great.

IT WOULD BE INCREDIBLY MORE CONVENIENT TO BE ABLE TO HIT EMAIL RECEIPT WHILE THE RECEIPT IS OPEN RIGHT AFTER CONCLUDING PAYMENT, WITHOUT HAVING TO CLOSE THEN RE-OPEN THE RECEIPT TO BE ABLE TO EMAIL IT.

Use ful for when documents come later rather than adding second note and attachment when it retains to previous note

Create a report to run check registers that pull non-negotiable payments.

Filtering UBS accounts and employee profiles to show the last modified account or files on top. or have a report to sort by the last date of modification, change or review. This could also help with work orders to see how long the account is in li...

Sync of customer name on customer file to match location file

Add the option to have a page break between account lines on the GL Detail DB/CR report

Trying to locate the ability for a department manager to create an LV Benefit Summary Report that would be limited to the requesting department. Stated a different way. The Police Department would like to obtain a report of the departments employe...

ADD AN OPTION TO CHANGE THE ADDRESSEE ON AN NSF LETTER WITHOUT HAVING TO REMOVE THE NAME OF THE ACCOUNT HOLDER. OFTEN PAYMENTS ARE MADE BY SOMEONE OTHER THAN THE OWNER OF THE ACCOUNT AND THIS WOULD ELIMINATE THE POSSIBILTY OF FORGETTING TO CHANGE ...

I would like to suggest that it would be very beneficial if Admin users had the ability to update/change employee's passwords/login information at any time. The reason this has come up is because an employee's login/password information to access ...