It would be helpful to have additional filters or features when defining a client list. There are times when we would like to run report automation across entities based on the proto or clients. Can we get a button that pulls in all entities based...

Provide an option to generate a report of bank accounts with bank name, description, account & routing numbers, signatures assigned, GL accounts assigned, etc. This is especially helpful during new setup to determine where you left off. In add...

Create the GAAP "Statement of Cash Flows" report as defined in Financial Standards Accounting Board No. 95 (FASB 95)

If we are making a partial payment because just a deposit is due, etc. the child invoice (parent invoice?) should go into review until the balance is ready to be approved. Right now, the invoice immediately shows up in approve.

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...

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...

This enhancements to levels would be hugely helpful in a lot of situations, when clients are utilizing more than Level 1. This would create the ability to tie certain Level 2's or 3's to specific Level 1's or 2's, so that when many levels have bee...

Please add a feature to edit the Transfer Funds Template name. Client closed an account, and new account opened. Template allows for a change is the From & To accounts, but not the name. If the name read: XFR FROM CHKG (3) to MAIN (1) ACCT, (w...