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.

When running a report where the system gives a selection of dates, it would be helpful to show which date is the year close date next to the appropriate date. If a client is on a fiscal year and the request is to run e.g. a ledger for the fiscal y...

Add the vendor name as well as an alias. That alias will print on the check as the pay to the order, instead of the original vendor name.

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...

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?

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!

It would be great to have the option to have Bank Balance/Book Balance omitted if possible, some clients want screenshots of deposits sent to their assistants for record keeping/tracking purposes. It would make it easier to have that displayed far...