Came up after an image export was done which produced folders that were titled from the id's and not the description. Some of the default category id's don't match the actual description: ID Description CashReceipt Deposits EFT Transfers CashDisbu...

this is useful for clients and we use it as a cover page. there is too much confusing info from a client pov. they just need a current balance summary. i have to print in excel and edit the report instead of having simple report to send to clients

when employees come to my desk and i want to show them something company data shouldn't be viewable. it should be separate bc it is separate from clients. even with restrictions employee admin have access to too much and i need them to be admin on...

can identify accounts that need to be covered for a client list

sometimes there are ach deposits or debits that we do not have backup for or the agent & client do not notify and our balances are off. would be easy to spot adjustments needed. when clients request balances, it is helpful to have this info re...

User would like to be able to copy and paste an email address into the confirm email address fields when entering contact information on the 1099 E-File page. It currently requires you to manually type it in and you cannot copy and paste into that...

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.

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 ...

Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...