It would be extremely helpful to be able to click a number of invoices to select for e-mail (link or attachment) from the "To Approve" box. Often I want to send a batch, or one invoice to a client with questions/approval from my level -- or a batc...

When deleting a financial statement style, if that style is used in a Report Automation Template, then an error will appear that relays a SQL error, but is ultimately caused by that. On attempting to delete a financial statement style, it should a...

Document ID should have record of the reject note date and time left on the document. When an invoice is fixed, it deletes originally reason why it was rejected.

More and more vendors are now accepting/requesting credit card payments. For example we currently use our American Express each month to pay two different compliance companies. At the end of the year we should 1099 them. We are having to track and...

You should be able to cycle through all of your approvals across all clients on which you are the assigned approver instead of having to go out the main approval page after approvals are done for a specific client.

Should be able to create a budget irrelevant of time. For example, a concert tour that could be over several years. Assuming I use levels for coding all income/expenses to a specific tour, I should be able to create a budget so I can do a budget t...

Can the View Deposits window be customized to include the GL account Description and Deposit Description? I do understand I can run a report, but it would seem more efficient if I can see as the deposits are recorded. Column size for: deposit numb...

Right now when you are reviewing deposits, it randomly skips to another client - even if you have filtered to view one particular client. There may be 10 deposits to review on one client and then after the 2nd or 3rd you suddenly get the message t...

Currently the deposit screen is locked down and cannot be edited.

Client would like to be able to receive credit card information on a daily basis allowing them to reconcile the credit card more often. Currently we only get the credit card transactions at the end of a statement cycle.