Count of Transactions by Client/Group for a date range (e.g., total checks, deposits, journals, etc.) Count of Transactions by User for a date range (showing which clients were worked on and totals of checks, deposits, journals, etc.)

Currently, if an invoice was closed out of incorrectly or there is a connectivity issue released items go to the To Pay inbox instead of leaving the system. Users would like to ability to toggle this functionality on and off. If there is ever a ha...

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...

Regular financial statements give you the option to not include the actual GL account number. This option should also be included in the Multi Client Financials

Increase character limit in the description field for products/services on AR invoices. Many descriptions for what the bill is for will exceed the current 100 character limit.

Please hide the full bank account number on the auto bank rec just as there is an option on the standard bank rec. currently there is only an option to do so on the standard bank rec and not the auto bank rec.

the print detail description - this should be available to other reports not just Cashflow - (ledger, deposit, etc)

Define a new level while in the invoice, deposit, payment or journal entry screen, instead of needing get out of the transaction, and create each in the "Define Levels" screen (exactly like how one can add new GL codes from the transaction pages).

User advised that when there's a specific bank listed in the 'Pay Only From Bank' on the vendor setup, there's a bank dropdown that displays when a user tries to record a payment. While that screen may error out after the fact, it would be nice th...

When you split a credit card within a client you cannot pay from multiple bank accounts unless you issue a check. Would be nice to use 2day epay from multiple bank accounts instead of printing and mailing a bunch of checks or having to go online t...