Ryan McBee McBee Consultant

Our customers need a better solution to email out pop/sop/EFT documents to customers/vendors that does not involve Report Writer and Word or purchasing a third party product. This is a basic requirement. The word templates are slow and very clunky when trying to modify. Our clients are frustrated with the solution. The whole Report Writer product needs updated. I would recommend finding a new tool and replace one module every 6 months. You could start with the Financial Series Reports and go from there. I understand it is a massive project, but there needs to be a road map. Customers pay millions of dollars each year for "Enhancement". There needs to be a return.

I would like to add the field of "who requested" the new vendor to be added to workflow.