Users would like the ability to check Activity Report and Bank reconciliation entitlements across multiple banks rather than one bank definition at a time.

Need the ability to have the invoice number print on checks so vendors can allocate payment accordingly. Currently we have to enter the number a second time in the "Additional Account #" field...this is inefficient as it's already a required field...

Have the Firm Settings page provide image requirements defaults to each client definition. Some clients (specifically the firm's client) don't require images, so the global setting doesn't work. Attaching a blank image to get around the requiremen...

When creating a client list, it would be very helpful to have the ability to choose "ALL," and then check of which clients to include, instead of having to list each one individually. It would also save time if we could pull from the established G...

Recode - two lines items on an invoice both coded to 1401-009 Furnishings and i.e. recoded to 6535-001 furnishings . They had detail line descriptions each – The Problem is for invoice purposes they two lines were still separated all good so far. ...

Would like to be able to print the home screen which reflects the bank balance & activity.

Wrapping GL descriptions (moved to the second line) on financial statement reports are in-line with the first line making it difficult to read. The secondary line should be indented to easily identify

Is it possible to have detail report not include levels with zero activities similar to the Roll Up horizontal level P/L report?