Add an option to select the bank account under Search Images & Transactions. This is very useful to limit the search results. (An example is when doing bank rec and there is a discrepancy, we need to see open invoices only for a specific bank ...

Template is used in so many ways and is causing confusion for users. Can we use "financial statement style" anywhere we were using "report template" for the reports? Some reports call them "definitions", again adding to the confusion. This makes i...

When drilling down into financials and recoding items, it would be great to then be able to refresh the financial, same as can be done with a ledger in view mode, rather than having to re-run the entire thing again.

Pre-saved “structures” for reports where we can custom set the level of drilldown into any client’s report as we please. We would like to be able to save these presets at both company, group and user level. Currently we are only able to run report...

We need to search for previously paid invoices and deposits often. There are too many steps involved to find a transaction. Combined with the slow system, it is painfully long. If I am already in a client on the main page, I shouldn't have to ente...

Certain cash strapped clients would benefit from Holding on release items to ensure there's enough fund to cover.

After a payment is made, nothing besides the expense account can be changed. There have been several times that a date needed to be changed on an invoice, but since the payment was already processed, it can't be changed. For autodrafts, sometimes ...

When transactions are accidently entered under the wrong client and/or bank account, there is no easy way (unless I missed it) to delete in bulk.

We have an additional accounting system we use that allows for longer account names and we would like for the account names to match between our two systems, but are currently unable, due to character limitations. We have many legal entities withi...

Users should have the ability to select a start date for their recurring invoices. They may want to start more than a month out and would like the ability to select that date.