Currently if a transaction is future dated the funds are withdrawn immediately and then paid to the recipient on the requested date. Users would like the ability to schedule releases/payments for future dates but not have the funds taken out till ...

When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.

When user pulls historical search it does not display all options but instead just the top 50 or so. This cuts off seeing all their data or searching for specific info. Please add pages to the bottom of Historical Search.

Firm has a client on a fiscal year close June and wants to run a full year of items for 2024 (Jan-Dec) without having to run multiple reports.

It would be awesome if we could click to run a quick last 12-month GL activity report while viewing a GL code, either while in a transaction or while in COA. For example, while coding out a credit card bill, if we're unsure how we've coded a certa...

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 ...

Currently you are able to save reports by user, client or globally. It would be great to add the ability to save by group as well. This would save a lot of time for groups by client/partner who have custom reporting needs.

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...

This will provide an additional visual tool to see where monthly/annual spends are (P&L) and asset/liability split (balance sheet). Credit card statements (like AMEX) allow for this and even some banks. It would be beneficial to add here.

When reviewing Credit Cards, the Auto Save works and flashes Green. But when the Auto Save fails, it's also green. Can it be Red so it is more easily spotted?