Much like with QBO, it would be great to allow customers to pay invoices via ACH by entering their banking info via secure link in the invoice/email.

In the reconcile accounts function, it would save time if users were able to match more than one transaction on both the "bank transactions" side and the "ledger side" versus only being able to select multiple transactions on only one side.

Mass cash flow reports like we used to run them in DF. Basically how we have the "Reconcile - Auto Reports" and we can add as many clients on it but for cash flows

When debit card activity is imported the cashflow report only generates the GL description for each line item, but does not provide an option to generate the vendor description for each line item.

Add a section similar to what exists on the vendor screen where you can include the vendor site + username & password to the payor screen.

If a user is attempting to send a stop payment after voiding a check, why would they NOT want to send it to the bank? At the moment there is a chance that they could click the box and not send a stop payment to the bank. If they do not send it to ...

Is there a way to search through credit card statements? All other uploaded documents can be searched through except for that. The only way I've been able to find is by knowing which bank the credit card is from first and searching through "invoic...

Currently if an international wire is failed or cancelled the alert is added to the Alerts tab but there is no info on the invoice except for the status. Can we please add the reason an item was failed or canceled onto the detail tab of the invoic...

I would like to be able to see a snapshot of all of my client's balances each day.

There is currently no pen & paper icon available to set up vendors on the fly, when marking a line in a deposit or journal entry with a 1099 code.