Feature Requests

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Notification on which drafts include trust payments

I am trying to save time by avoiding to check each individual draft for each individual attorney in our large firm, to find where trust check need to be written.

This would benefit all bookkeepers/accountants/office managers sending drafts.

I suggest being able to select several and run a report or highlight/have a dot show up on the ones that fall under that category.


  • Guest
  • Jun 13 2023
Feature Request
How often would you use this request?

several times a month

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