We are starting to use the Email Statements feature but want to protect our client's sensitive information. Is there a way to add more security to the statements that are sent? Read More...
I need to determine if a field in the Client file is configured for conflict of interest searching. Is there a way to do this without getting everyone out of the software to open File Maintenance? Read More...
How can I change the terminology used in the trust section of my statements? Read More...
We just realized that the last few vendor numbers were entered outside of our numbering scheme. Is there a way to change the vendor numbers, or will we have to delete them and recreate them one at a time? Read More...
Our monthly reconciliation can take some time to perform. Our bank offers a digital file with all of the cleared transactions; is there a way to import this file and match them up to my General Ledger entries? Read More...
