Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

Client purchase many expensive item on CC's so it would be nice to have the ability to add an image to a specific charge.

Add a checkbox or toggle switch to the various workflow notifications so that admins or individual users can elect to receive the notifications that they select immediately

We frequently have to process one transaction followed by another required transaction. For example, after posting payroll, we have to pay the 401K contribution online. It would be very helpful if we can chain a template to another template so tha...

When processing 1099s, it would be VERY helpful to have the Year to Date check box on Summary Vendor Reports (Reporting/Accounts Payable/ Vendors/ Report Type:Summary) to actually give me the Year to Date of the year I enter in the box. Currently,...

I can only select two periods on a comparative trial balance, I'd like to be able to select the year to compare against.

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.

Can the excel upload for multiple deposits have the capability of doing a reclass instead of booking it as a new deposit?

Expensify integration with potentially creating invoices from downloaded bills.

Include Open AP Invoices on Liquidity Reports with multiple dates