As this can be a very helpful report to run either by a group of clients, or one client at a time, it would be very useful to have the ability to export it into PDF or Excel. Currently, you can only print to screen/take a screenshot.

Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks l...

. A “Zero Dollar Invoice”1 would be an excellent way for us to recode invoices that were incorrectly coded in a closed period. Also, as someone who likes to export data to csv files, this would help me create better pivot tables. If I have overloo...

Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.

Hello, for some reason I cannot copy paste account numbers in the vendor ID set up, forcing us to manually type it which is less reliable/accurate. Can we please enable copy + paste?

In the vendor upload template, there are no notations of how many characters are permitted in each field. This results in issues during the prepping and upload process, as the error does not state the number of characters permitted.

If I run a ledger for a specific period, say a quarter, I shouldn't have to add the totals of each month to get the total for the quarter. It should calculate the period you are running.

Users would like the ability to run an income statement or balance sheet by a specific date range.

The images that need to be attached to an invoice are not getting attached and are piling up in the To Enter Invoices section. This is causing double the work in order to correct people's mistakes.

Currently when you click on a document ID of a related image on a transaction, only the image opens in a pop up. As the notes for an image are found on the details window, the details window should open up along with the image.