Security - Partner Users


Currently Partner users that have access to CSP can log into the clients tenant using their own MS login. This is great for support and implementation but what if the client doesn't want the partner to be able to log into their system without them approving it first? I opened a support case wit...

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Category: General (1108)

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Financial Statements $0 lines


When printing financial statements (income statement, balance sheet, etc) allow an option to print a $0 if the amount is zero, rather than blank. There is an option to “skip zero balance lines” but I would also like an option to print a 0 if there is no amount for that account/month combo

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Category: Financial Management (826)

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Financial statements printing orientation


Financial statement printing: Allow the option to print landscape or Portrait. Default is landscape currently.

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Category: Financial Management (826)

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Bank account - fractional routing number


Add a field within the bank account card to add the “fractional routing number” then add the field to the check layouts as well. This allows the number to then be printed on the check. Goes hand in hand with MICR. Without this number on the check the bank investigates the check to make sure it’s ...

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Category: Financial Management (826)

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G/L Budget Total Column


Current functionality allows you to Export to Excel with the 'Include Totaling Formulas' 1. Allow this functionality to total lines (GL accounts/dim combinations) as well as the current OOTB functionality. Total line added to the last column of the spreadsheet. 2. Also would be awesome if you c...

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Category: Financial Management (826)

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Needs Votes