This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

I would like the ability to see when I am mandatory vs optional on approvals

When it comes to deposits or journal entries, we could search and filter for vendors stated in the detailed description. Say when inputting a journal entry to record a due/to from expense from the personal books, you would record who the vendor wa...

Would like to trigger an email on payment/release for other payment methods beyond ACH, Bill Pay and Wire

When reviewing invoices with a client or staff one member is locked out and makes collaboration difficult.

When running ledgers with Monthly Subtotals the report only shows monthly ledger activity totals and not totals for the entire period the ledger is run for. It only shows monthly ledger activity totals and then closing balance for the account.

T he Balance Sheet report allows clicking into all accounts to see activity, the Trial Balance does not even with filtering. I've tested on my end as well and have included relevant screenshots.

Currently the deposit report can be sorted by most columns except for payee. It would be super helpful to be able to sort deposits by name so we can quickly see history on payee. As of now, must download and export to Excel.

Ability to upload into multiple categories while uploading image.

Currently, there is no link between an outstanding invoice's image from the A/R function and a deposit related to the outstanding invoice. It would be helpful if the image from the AR Invoice was connected or related somehow, rather than having to...