The order of presentation appears to be very random and it would be very useful to control sort order of the accounts, at least by the ID and perhaps optionally by the bank account description

When uploading an image, there are options to add a description and/or a high priority note to the image, but not the option to add a regular note. Neither descriptions nor high priority notes are visible when entering invoices. It would be helpfu...

Add transaction drill down link to the related image section.

In the Vendor Export, there is currently not a way to type in the code name or client code to bring up the entity that you are looking for. This then takes time to find the specific client, or group of clients.

I think it would be extremely beneficial to add the option to attach the signature cards and power of attorney to the new bank account setup as supporting documents. For compliance purposes, the team would be able to easily refer to the appropriat...

When you run the Transaction report with the box checked to exclude vendors with 0 activity, it should not exclude vendors with only edited 1099s. Those vendors that have a Edited 1099 should show up in the report because the point of the report i...

I would like to request the option to generate a Comparative Cashflow report that includes the prior month’s balance, the current balance, and the difference between the two.

For those of us with sensitive eyes, this would be incredibly helpful! Blue light glasses only do so much when you're staring at bright white screen all day.

It would be great if we could replace images without having to resubmit the commissions. Unfortunately, when we resubmit the deposit, it resets the commission breakdown to the default definition, meaning we have to redo the commission breakdown ev...

Currently when looking at "Pending" or "To Approve" invoices, when choosing "filter by" client/group/user, the drop down of choices is not alphabetical. It should be alphabetical