Users would like to setup recurring templates for deposits. Similar to recurring Invoices.

There should be a sorting option for all reports, so that users can select which level(s) they would like the report to run for. Currently, only the Balance Sheet, Income Statement and General Ledger have these options.

Under Banking > City National Bank Statements > "Search Images and Transactions" where the bank statements are listed, it would be nice to have our GL descriptions or Bank IDs in a column next to "account #" so we know which account is which.

Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.

When a report (Trial Balance, Ledger Report, etc) is produced in PDF or Excel, the client ID should be automatically included in the filename. It currently includes only the current date and some seemingly random numbers.

Add information that can be obtained from journal audit report such as user who entered/modified journal to the details tab of that journal. This will allow users to view this info when viewing the journal instead of having to also run the report.

have the ability to select all recurring invoice templates and place them inactive as a batch.

I think there should be an option to add a 1099 classification on the define vendor. Either drop down or check box. That way when we set up a NON 1099 we can mark S Corp or C Corp and when we run vendor report on January, itll show in report that ...

Add an Alert on the Dashboard like we do for banking transactions to show the user if a Recurring Invoice failed to generate.

We have Payors we need to mark agent commissions for 1099-NEC each time we record a deposit. It would be extremely helpful if we could setup in Define Payor the coding lines we need to mark for 1099s so that we don't have to remember each time we ...