The edit document window when pulling up a document from the search is way too large - leaving the actual document window super small. The editing side should be the smaller piece allowing for full 100% view of the actual document.

Just some simple information by login (for an administrator) to determine how many invoices have been entered, checks written, achs sent etc over a particular period. By month is ideal. It would add insight for how many employees you might have to...

Legacy Gap - Memorize last used transaction description for an existing payor. Example: a bookkeeper can easily know that based on the last description (i.e. "payment 5 of 20"), the new deposit transaction description would be "payment 6 of 20"

In Legacy you could run a TB that spans Year End by re-opening periods. (There was an option to perform yr close that you could set to no) This TB report is run using levels for Tour Reporting and it is a legacy gap.

It would be great to have a DRAFT stamp as an option to add to the financial statements. This would be used if they have not been finalized/the tax return has not been filed. Currently, a stamp is being manually added after the report has been run...

Please make it optional or stop the last/old deposit amount for checks from automatically populating/appearing for existing Payors. It poses the risk of the wrong amount being printed on the deposit ticket. Your consideration is greatly appreciate...

Why would the report default to showing unpaid invoices? This is counter-intuitive and no other platform does this.

Replace Bank ID needs to be added so when a client switches banks, all recurring's bank IDs can be changed with one command