Enhancements

Current method of handling trust account reconciliation is inefficient and needs to be changed. When I start w E-Closing in 202 - the help desk told me to setup a closing file for posting the interest credit/debts each month. Its a cumbersome proc...

It would be great to be able to search file notes for keywords. As well as sort/search documents in the Document Mangement tab - sort by user, date saved.

The system will sort by the check amount or check number but not by cleared status. This would be helpful in locating a check that was not cleared or one that was cleared inadvertently. You can sort by cleared status (Clr column) but it doesn't gr...

It would be helpful to be able to sort the results by clicking the column header on the Check Register Query

It would be very helpful to see at a glance what sort order number is associated with each event. This would make assigning a Sort Order to new events and/or re-ordering events much easier. Currently, you need to click into an Event to figure out ...

I love the new check all and uncheck all buttons for wires and and manual checks. Can you add that to the Print Checks screen?

Show any disbursments created manually in Escrow Accounting in a different color or font to be identified more quickly.

Buyer had attorney representation and was also holding binder deposit. Attorney wired combined binder deposit and buyer's funds to close. I know in DT you could combine deposits. Maybe there is a way to do this now??

It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.

When doing the monthly reconciliation, you can select a range of checks to check off at once but in Reconciliation - Clear Bank Entries, we don't have that ability. I think it is something that would be useful/helpful to users who handle daily and...