Currently, if you run and save a schedule using define acct, it saves the report but doesn't save any of the accts entered. Firm has been advised the reasoning behind the define acct option and that it allows users to generate a report on the fly ...

A user may want to periodically save a Credit Card when entering a long statement to ensure their work is saved. When clicking save the screen clears. Retain data on screen so user can continue coding after clicking save

All of the sudden the P&L & BS reports have a new Totals line that appears under each subgroup. This needs to be removed as it's already inline with the subgroup header row. It's creating a "duplicate" value on the reports and is unnecessary.

In some cases this report needs to be able to be run for a specific JE#. In other cases this report needs to be run for all sources of "JE" or all sources of "APPAY" so that selection should be offered also.

ability to add custom logo to invoices created for each client. This would be good to help customize the look for invoices.

Our clients have hundreds of charges to "amazon.com" every month. We have tried every variation of "amazon.com" to try to have these charges memorized in the "include" word function in the credit card module. For example: "amazon," "amazon.com," "...

ability to open available invoices when recording deposits. Drill down into invoices for visability

It eliminates the need to drill down on the reference and then drill down into the attached image, especially when there is just the need to be able to view the image. Since there is no option to search for a cash receipt by payor number, and we h...

Should be able to setup recurring AR invoices that send out automatically

in legacy, Approvers were given a summary view by clients of the number of invoices waiting to be approved and the total amount of the invoices. The approval could then drill down an view and approve the invoices