Ability to edit the dates on individual invoices on the pay invoices and print checks

The All History payment report on the vendor definition does not include ALL payments, it only includes payments from the current date back

When in a client on the home page, that client's bank should be the first one listed and then corresponding group accounts could be alphabetical thereafter.

When entering Deposits ADMIN or USER should be able to default bank account as is done when setting up Bank Defs. - 99% of deposits go into Main Operating Account. To have to choose bank account with ea. deposit is a waste of time. Legacy allows u...

Please consider splitting the "Image Upload" box to 1/2 send to in box and 1/2 to ASSOCIATE IMMEDIATELY. If scanning one or a few items, in most cases I'm ready to associate document. It is very inconvenient to have to scan, go to home then pull f...

Client receives a wage but all of it is withheld to apply towards tax withholding so they receive a net $0. Entering a $0 check allows this check to be searchable by the payor. The transactions can be entered via journal entry but then the check i...

Currently if you want to replace a signature you must delete the signature then add it in again. The downstream effect of this is that you must go into each bank-def the signature was assigned to and reassign. It would be great if the sig file cou...

Create default style financial templates on client moves The default styles are created when a new template client/ client is created, the logic appears to not include client templates/ clients created via a Transfer.

When going to the "Reconcile" function, have a button that automatically selects: Bank Accounts, Reconcile Accounts (default to Automatic), Reconciliation Type (Auto), Reconcile, Process (default to Enter Clients), Statement Begin Date, Statement ...

An item was rejected but when the bookkeeper opened it disappeared now I cannot see why this is rejected in the first place.