Run a Multi-Client Income Statement that supports Levels or use Report Automation to run separate saved reports (that support levels) but combine them into a single excel workbook

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

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

Firms would like to have the ability to run a detailed Income Statement (P&L) - Include underlying transactions with dates that make up the detail GL account for a given period

It would be very helpful to have an A/R customer report. When setting up new customers, the id doesn't increment to the next number. Without a report it is difficult to figure out the next number and it is a useful report, like a vendor listing in...

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

Please add the option to sort for Recurring/Non Recurring Invoices to the Pending/ To Approve/ To Release/ To Pay screens. Right now, we can only sort that way on the To Review page - that is not a sufficient use of that utility.

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 are on the Bank Reconciliation screen there should be a link to the bank statement image

While there does exist the payment register report and payments by client report, there isn't a dedicated report for check counts issued on a monthly basis.