It would be great if when replacing an image in an invoice the new image screen didn't close as soon as you open the invoice. We then have to reopen the image to be able to see any changes

The process of verifying that an EIN/SSN for a vendor has been received and recorded while approving AP is currently very inefficient and time-consuming. Would like to have the EIN/SSN on the approval page (same box as GL coding) for review as use...

Give firms the ability to filter closed/inactive accounts on the Bank Rec Status Admin Report (see attached)

Have the ability to fetch/attach images when reconciling bank recs. Example - If images are required on payments/deposits, you can attach the image while in the auto bank rec screen

Logos can be added to balances sheets and P&Ls, both of which get sent to clients on a regular basis. Cashflows are also sent regularly and should therefore include a logo if we choose to keep things consistent.

The payor default description is cleared by the incoming ACH description from the bank on deposits. I'd like the option to keep the default payor description

When income wires and ACH's are populated in the "Enter Deposits" box, there should be a column added to state the amount of that incoming transaction.

Show each month/periods bank rec has been reconciled for.

You should be able to recode a deposit that has been cleared without having to go back and unclear to do so.