When clients are being uploaded via an Excel spreadsheet, it would be great that if the groups have not been created yet, that the system will create them with the upload.

Expensify integration with potentially creating invoices from downloaded bills.

We would like the ability to open a batch when entering invoices so that the bank account we choose will be the default for that batch. We had this ability in Legacy and found it helpful.

When receiving an error message on the Transactions->Review Statement menu, the system does not inform you what line is causing the issue. The Error messages should include the line details so users can find the issue easier. The error message ...

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...

User reported that when making a user inactive, the user still needs to have atleast 1 client group added to their user profile. Being inactive should nullify that requirement and if the user is then later made active, a client group should be req...

Invoices On Hold should have its own inbox for quicker identification and searching

When you login you should be able to indicate how long the system should keep you logged in. I should be able to indicate for the system to keep me logged in for 2 hours, 4 hours, etc. Otherwise, I find myself constantly continuing to put in my pa...

All the Inboxes and other menus that can have hundreds or thousands of results should have pages to allow for faster loading. If these inboxes had pages, they would not require the ability to load more information on a single page. By creating pag...

This would help anyone that has to approve invoices once they go into the pending stage. If you can select your own name, then you can quickly see what you need to approve rather than having to see all the pending invoices. It's also helpful if yo...