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...

We recently converted a C corp to an S corp to include a calendar change from Feb to Dec beginning 03/01/2022. The problem is that if we switch the year end it will change all periods giving us inaccurate financial statements for prior years. Idea...

For consistency with the new Level page, please enable the changing of the ID for the Product ID. Additionally, please add the pen and paper icon to the Sales Revenue GL field, so that GL codes can be set up on the fly.

It just makes sense

When generating recurring’s early, it would be nice if after you generated the recurring the invoice date would default to the current date instead of the original date. Since it keeps the original date, you must update and if you do not it will g...

In legacy, a report in imaging called the "scanned cash receipts report" existed which allowed firms to see unassociated/associated deposit images. This allowed firms to audit whether deposits images that were uploaded were actually entered into D...

Would it be possible to have the system force the transfer GL to be the same so that you don't wind up using exchange instead of bank transfer?

Provide a better way to visually distinguish the different payment methods while approving invoices. At the moment all payment methods have a navy blue color scheme in the modal window. this would apply to ALL payment methods (not just e-payments)

Clients constantly forget their logins or mistype them when logging in to approve bills and would really appreciate this feature. I would appreciate this feature as well considering I approve a lot of bills through the app

On Legacy you were able to sort incoming wires/ach by vendor and open up just the image without opening a deposit window [online banking-status] can you bring this back? Also adding a sort by bank account would be helpful as well!