Notes added to any document specially invoices should not be allowed to be deleted. In Imaging your notes were permanent which is great for checks and balances, audit of process, etc

To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...

Ideally, we would be able to have a recurring invoice for an international wire, but if that is going to cause an error that makes the invoice not generate, don't let us set one up in the first place. If I set up a recurring invoice, I expect it t...

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

When entering a City National Bank transfer, we are required to enter a date. If the transfer is not approved by that date, then it must be updated and resubmitted. We should be able to leave the date blank so it's processed upon approval. This wo...

At this time, when the auto bank rec box is unchecked, all of the training rules you entered will be removed. I believe the training rules should stay even after removing the auto bank rec because without the box checked, there will be no automati...

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.