← IDEA LAB

Settings and activity

3 results found

  1. Link one note to multiple profiles or funds

    43 votes
    5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
    How important is this to you?
    Crystal Reece supported this idea  · 

  2. Bank reconciliations - option to hide checked items for easier list of open transactions

    46 votes
    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
    How important is this to you?
    Crystal Reece supported this idea  · 

  3. positive pay

    15 votes
    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
    How important is this to you?
    Crystal Reece shared this idea  ·