On the deposits report, when using Levels, it only shows the Level ID, and not the description. This does not help, as we would need to know what each Level's description is, to ensure that they were coded properly. It would be great to at least h...

Ability to look up a client by code or client name in any field where a client can be selected

The Invoice History by Client defaults to a single month, the default should be 12 months worth of data. The report should also sort by Client Name

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

Under Admin/Clients/Group there is no search function to generate a list of groups

See attached

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...