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

Currently this is a required field.

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)

Would make it much easier to balance the bank rec

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.)

I find that summarizing by rollup accounts is insufficient, and that an additional level of summarization is needed at the subcategory level.

need to be able to write off AR for invoices that are partially paid, but won't be paid in full.

If a new account is setup in a clients chart and no journals are coded to the account, the user should be able to delete the account. If manage financial periods has been run the system blocks the deleting of the gl account saying underlying data ...

To better audit additions/changes to vendor information, please add the feature of: drop-down to select multiple clients, filter by: UserID, Payment Methods, Routing#, Full Name, and Bank Account # (which is NOT currently shown on the Audit report).