Currently this is a required field.

Display book balance and CNB balance on liquidity report

More and more vendors are now accepting/requesting credit card payments. For example we currently use our American Express each month to pay two different compliance companies. At the end of the year we should 1099 them. We are having to track and...

Have the ability to add more than 3 lines to the Chart of Accounts GL's, so that users can add more client-specific detail (purchase dates, locations, stock purchases, refinance information, etc.)

I find that summarizing by rollup accounts is insufficient, and that an additional level of summarization is needed at the subcategory level.

New permission to allow users to deactivate a GL account without giving them the ability to create a new GL account

Document ID should have record of the reject note date and time left on the document. When an invoice is fixed, it deletes originally reason why it was rejected.

When entering invoices, the amount entered for the invoice under "amount" is aligned to the Right - I think it would be very helpful if the number is aligned to the left.

Have the ability to add a firm setting with a default check number to use on bank account setups. In Legacy, when setting up a new bank account, the system had a default for the last check number and last blank ck no., to ensure that checks were s...