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.

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...

Currently this is a required field.

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.

Example: Clients that have several Amex cards. Need to be able to see right away which Amex under "search" I should click on, rather than clicking one by one to get that specific card detail

Would make it much easier to balance the bank rec

we are in New York and when looking at the time something is approved, system reflects California time zone and not New York. For accuracy it would be nice if approvals time follow the time zone of each user (we have 3 different time zones)

Have the ability to add more than 3 lines to the Chart of Accounts GL's, so that users can add more client-specific detail (purchase dates, locations, stock purchases, refinance information, etc.)