I would love to have a "Quantity" option when uploading a File. For example, it would be helpful for commissions to be able to upload 4 copies of a commission schedule in one "drag and drop." versus having to Duplicate the Invoice under "to pay" o...

Currently if a client utilizes more than 1 level, a ledger report cannot be run without including the other levels. Example: Level 1 - Artist, Level 2 - Album, Level 3 - Song - The GL cannot be run on just level 1, without adding in "All" or speci...

This check was voided. On the cash flow report that would be given to a client, aside from the amount being in parentheses, there is no way for the client to indicate the check was voided. The word "VOID" should be marked on that transaction.

The use of levels may be desired over an expanded chart in the cases where there is simply one, or very few, GL codes involved but many "levels". In other words, as an alternative to hundreds of sub-codes in the GL. However, in order to avoid sepa...

The intermediary bank information is present on invoices being paid via domestic wires when going through approval WF but it is no longer displayed once it gets actually paid

It would be great if there was a choice between 7 days and 30 days in the Review Invoices inbox drop down menu. How about 14 days? A choice for 21 days would also be nice, but 14 would be really helpful.

There is a refresh button at the top of the ledger report which is very helpful.

When searching deposits in the Record Deposits or Search Invoices and Transactions Screens the only values you can filter on are the Amount values. In tbl_Deposits there are two values, Amount and GrossAmount. KBLR and other clients would like to ...

When you go enter anything that requires an image – and forget to start in the “to Enter” section – it would be nice when the message “must upload an image to enter … - gives you an option that directs you to upload a document from the screen. The...

Can you set up something so no one can enter a bill in a closed period. They would get an error when they submit? it reduces the amount of time i spend when i get the error in to print, and then they opening the period to delete the incorrect entry.