Enhancements

Because it takes time to check all those boxes and faster to uncheck the ones you don't need

It would be nice to be able to query the check register by transaction type and date range.

Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...

Really need to incorporate universal changes as in the old DoubleTIme. When a party or Lender changes it should change everywhere. I shouldn't have to change it in text descriptions too

See attached preferred balance sheet format

I would like to see the option for the user to auto reproject subsequent events once a prior event has been reprojected.

When reconciling ClosingVue activity with the bank statement, the bank statement gives no information as to which invoice the ACH is paying. The department processing the "Pay Invoice by ACH" transactions in ClosingVue needs to send identifying in...

I think it would be nice to allow letters to be put into the lookup # field on the "create file" screen. Instead it has to be numbers only. But over on "Miscellaneous Changes" screen it will allow you to put letters in your lookup numbers. We have...

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..

When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...