The save button when inputting credit card transactions stays put at the bottom of the screen. When you have a credit card statement that is over 150+ line items, and wish to save, you need to travel to the bottom of the page, save, then scroll ba...

Ability to go through a chart of accounts and select which accounts are 1099 eligible vs. which are not, as well as what type of 1099 classification each expense would fall under. This makes the 1099 processing much easier. For example, flights/ho...

When in the invoice search option, there is an amount field to complete. This amount field is for the invoice amount, not the check amount. If multiple invoices are paid on one check, and the check amount is entered in the invoice search field, th...

When running a Search based on entering a key word, I need a search on both the image description and GL description.

Levels are displayed on financial statements as different columns vs. being displayed as part of the GL structure on the left hand side.

The system defined transactional categories should always be on top of the list when associating documents. Currently when a custom category is created, if there is no Asterix, then they are listed in alphabetical order with the transactional cate...

Firms tend to include the bank recs with their monthly cash flows, and they do not wish to have the full bank account numbers shown/included.

In the Admin Report, “Bank Reconciliation Status,” you can currently run by clients. Can we add an option to run by list and/or group, as users and admins want the ability to audit a certain desk or client group to see when the last time bank recs...

We would like to give permissions to external users to be able to search past payments and deposits and be able to run Financial Reports without being an internal user.

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...