Instead of requiring admin intervention, allow users to delegate only their own workflow to another user.

Create a drop down from the list of banks available by that client so it will auto populate the Wire/ACH details for the invoice. Some clients have more than one bank they invoice out of and it's time consuming to have to print t PDF, then edit th...

If I click on the reference of a related image, all I get is the image. I cannot make any changes like I can in Legacy. It would be nice to be able to change the related image right away in case I need to update the category, client, or descriptio...

"Transaction Drill Down Report" when clicking from Balance Sheet need a running balance. Currently it has Debits and Credits columns. But, it is very hard to know how much the balance is on a particular day, especially when I have other transactio...

it would be easier to see the entire description being entered for a backup document and to make sure the key words are there for searches

Currently there is no way to specify that the $ owed is in USD (and not CAD, for example.) There is also no way to bill in another currency, such as Euros.

Right now you cannot enter a deposit and tie it to an A/R invoice without having enter invoices under the A/R user role. This should be separated out as some firms will want users to be able to enter invoices and tie them to deposits but not allow...

We need the ability to clear out and/or edit a partially paid invoice so it does not appear on further A/R reports. Currently, if any payment has been made towards an invoice you are no longer able to edit that invoice in any capacity without firs...