It will help you quickly identify specific line items or codes that you want to edit without having to go back to the Details tab for reference.

Please unlock the Check Date field on a payment previously entered, so that this can be changed if needed. Currently the only way to change a check date is to delete and re-enter the transaction.

We should be able to drill down into prior-year transactions. If the year is closed, you can do it with the balance sheet and income statement but not the trial balance.

Include all GL Accounts in schedules by default, similar to income statements and balance sheets. From there allow users to remove GL Accounts from schedules. Any new GL accounts should also be included in the schedule like the Income Statement an...

Range of codes for required levels (as opposed to a full section: Income, Expense, etc). (advanced levels options on client page)

Ability to print/transfer over multiple back ups from deposits. For instance, on commissions done as memos, only the memos transfer for back up of the commission check, but not all of the back up documents of each commissionable deposit is included.

The client wants to sign certain vendor checks and not others. If a check prints out without a signature - we know to sent to the client to sign. If the check prints out with a laser signature then we know we can mail directly to the vendor.

It would be helpful to run A/R Aging on all clients monthly within a group / team to stay on top of receivables.

Is it possible to do 1042 reporting or at least add a category in 1099 reporting for this? It would be extremely helpful at year end to process the 1042 reports necessary.

Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be ef...