When running a report in view mode, our client would like us to put everything on one page so they can just scroll down vs. clicking through 11 pages.

On occasion, we need to issue invoices to foreign individual or entity. Can foreign currency be added to the A/R feature? Once the deposit is received, is there a way to mirror the international wire process with the exchange rate? It would help t...

Enforcing consistency at the firm level is generally good but in some cases it may be more desirable to give the option for the recordation method to be controlled separately since it affects Cash Flow report presentation. Using Deposit/Receipt ca...

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...

Make the collapsible approval inbox a user profile setting, or have it retain the state. (If approve something or leave the inbox, and come back the inbox is expanded again)

Have divisional columns for the cashflow report with grand total column at the end.

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks

Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.

just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...