Firm would like to use the upload journals template to upload bank activity from non cnb banks and need to code 1099s.

The current report defaults to a start date of January 1 and only allows selection of an end date. It would be beneficial to enable a customizable date range, allowing users to specify both start and end dates, such as extracting data for a specif...

Currently when running reports to PDF, the header does not appear on every page. It would be great to have a checkbox option to have it included. This affects reports, such as the Ledger, when a user needs to take a screenshot of a page after page...

Extending will help reduce the number of times we're logging in - when working on other projects.

When approving checks, I will maximize the screen and with each click it goes back to not full screen.

Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...

it would be amazing to be able to recode an entire block code to another code. for example if i have 30 invoices coded to personal expenses sundry, it would be nice to be able to mass recode all 30 to another code instead of going one by one to ea...

Users in international time zones should be able to be assigned the correct time zone so that notifications are sent at the desired times.

Would like to have this report when doing Reconcile-Standard bank recs.

When searching in Historical Search the user has the option of Historical Report as a category but if they want to search a specific report they need to manually enter it. Said reports should be selectable with specific terms also available.