When a custom category includes a date field, the date field is no longer automatically formatting like it used to. I have to insert the full mm/dd/yyyy in order for the date to be correctly displayed on search results. The previous screen used to...

Hello, for some reason I cannot copy paste account numbers in the vendor ID set up, forcing us to manually type it which is less reliable/accurate. Can we please enable copy + paste?

It would be helpful if Billpay was shown as either Epay or Draft on the screen when approving/releasing/paying bills. It just shows Bill Pay now but it would be helpful so see Draft or Epay instead. Draft takes much longer to process than a billpa...

When reconciling a bank account, there is no report available which allows you to see what transactions have cleared for that bank statement. There's no way to determine if your discrepancy is with Deposits or Payments/Checks. Would be helpful to ...

All you have is the Vendor Report, Chart of Accounts Listing, and the Budgets Report. There should be a list option for everything, especially levels, bank accounts, recurring invoice definitions, credit cards, payors, commission tables, and workf...

In the vendor upload template, there are no notations of how many characters are permitted in each field. This results in issues during the prepping and upload process, as the error does not state the number of characters permitted.

Dear Product Development Team, I am writing this email to propose a feature enhancement to our current Admin Dashboard. I believe this addition will significantly streamline our license management process and provide valuable insights to our ad...

auto payment reminders to the recipient on open invoices - statements

Currently when you click on a document ID of a related image on a transaction, only the image opens in a pop up. As the notes for an image are found on the details window, the details window should open up along with the image.

Please get rid of the double blink when selecting a client when uploading statements. Before this new update, it would only blink once and now it does it twice and not only does it hurt the eyes it is also slowing down the uploading process...plea...