When changing the address or phone on firm settings it would be great if you were able to change/update that address for existing bank accounts and clients. Maybe you could pick a client list to have it update the client address and then next time...

When someone is subbing for employee while they are out of office, the homepage screen show all of the clients you are subbing for on one page. if you pull up a particular client you still do not see the group but all of the delegation

I want to include a total by S account

Currently, on a saved Global Trial Balance comparative report even if you uncheck the Show Difference Column and save the report, the report will default to this box being checked when you choose this template and rerun the report.

Until payment has been approved. If something gets rejected you have to change the journals in all the splits. Why would you put the journal on the books unless it is approved??

When uploading journals to a client in AgilLink and coding to a GL for the first time the upload doc does not allow you to change the GL description on the natural client. This means that as you do journal uploads you are inheriting the generic GL...

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.

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?

Right now, there is no way to make a payment or book a deposit to another cash account, it has to be run through an exchange/clearing account so 2 transactions have to be booked. If I am writing a check/sending an electronic payment from one bank ...