Have report automation run on a scheduled service where reports are run and delivered automatically

When running a vendor history, it only shows invoices but it should show every type of payment for that vendor.

When one is revising an invoice that's been rejected due to incorrect information, there should be a button on that screen that you can click that takes you to that vendor file so that you can update information at that time rather than revising t...

Currently in the To Pay Inbox there is no option to sort by Vendor Name for a given client/bank account. We've tested printing via Pay Invoices & Print Checks since this does automatically sort by Vendor Alphabetically, however, when you click...

Ability to Filter by User in tabs such as To Enter: Invoices similar to how it was in legacy Datafaction. This would make it easier for the user to find only the things they or a team member has uploaded.

Currently when looking at "Pending" or "To Approve" invoices, when choosing "filter by" client/group/user, the drop down of choices is not alphabetical. It should be alphabetical

If user accidentally pays auto debts with wrong check date, they would like a way to fix the check date without having to void and re-enter each invoice. This will allow them to address checks with wrong check date; if they accidentally paid all i...

The current deposit report does not have a column to include the AR invoice number for payments made against invoices

Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.

When running an income statement schedule or balance sheet schedule to excel export, remove subtotals when running in detail mode, similar to income statement report. Currently each account is subtotaled resulting in duplication of every line.