Users should be able to search by EIN in the edit 1099 screen. The vendor override information prints on the recipient copy of the form and that doesn't always pull up the vendor in edit 1099. You have to either go to the transaction report to fin...

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...

We frequently need to confirm payment to vendors and I think it would be very helpful if on the vendor reports the check number was a hyperlink to the check detail on the manage payment site. Currently I have to go back and forth to confirm check ...

Add checkboxes to the Entitlements page to enable accounts for the Activity Report and Auto Bank Reconciliations. By adding these checkboxes to the entitlements page, when the user is entitling accounts, they are able to handle marking off the act...

When reviewing statements, you should be able to change the payment method to automatic payment on the first page.

A blank page that we can keep notes on the client in general (not just in each vendor but the whole client).

When setting up a vendor to auto-book a deposit, the auto-book on the deposit side only works if the user processing the invoice has access to the client receiving the deposit. We have account managers that will send money to other clients that ar...

Allow admin to create reports only avail to certain user (instead of user creating the report themselves or having a global report).

The AR invoice notes are not being saved when creating a recurring template. These notes should be saved on the template for any future generated invoices to automatically include

Right now, all recurring invoice names have the naming convention "#TemplateName#-#DueDate#." There should be an option to change the default convention to "#TemplateName#-#InvoiceDate#.The statement date for a credit card, for example, is often m...