The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items

This is so much easier to check invoice number and description instead of scrolling to the bottom.

Currently I cannot enable positive pay if my bank account has leading 0's on the bank definition. If I remove the leading 0's then they are not included on the MICR line of any checks which will cause issues with the bank processing them. Please m...

When we aren't using levels, we need to create several budget revisions per entity. E.g., if we have 5 homes with distinct GL codes, we need to create 5 budgets for each home to get a budget vs actual report. We would like the ability to tag some ...

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...

When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

More options to customize placement of underlines and $ signs on balance sheet and income statements. For example - on the balance sheet, when using Total Column Offsets, I do not want an overline on my Total Current Assets amount, I would want i...

The system logs you out too fast, I keep having to run the same reports multiple times a day to continue my review. QuickBooks allows you to just refresh the window you were last in when you sign back in and continue using the report that was open...

It would be nice if there were ways to download and record outside bank account activity the exact same way we do credit cards. BAI file format in the import statement screen isn't viable for all bank accounts but most banking sites have the data ...

When approving checks, I will maximize the screen and with each click it goes back to not full screen.