I have to view all clients to see which invoice I entered. Takes to long I only want to see what I enter. I enter invoices for other bookkeepers to help out when is needed. I only want to see invoices that I enter when releasing , in pending, or t...

Can we please have the option to edit which columns display in the search results? For example, I never need "Document Description" but I always need "Transaction Description."

When recording manual checks we need to know the invoice number the check is applied to to prevent double payments. This would be crucial to the manual check process. The invoice number needs to be captured via a separate box in the payment screen...

Please let us either size the columns in the search or allow us to remove the Document Description column. When some files such as wires come in with full details, it could include excessive detail that makes the Doc Description column extremely w...

It is time consuming to click on the split icon with your mouse. If we can access the split feature with our keyboard instead, it would be a huge time saver on credit cards that contain a lot of splits.

Provide a success report upon generating an eFile that provides a count of all the clients and vendors contained within the generated eFile, similar to what we receive after uploading clients. This success report will allow us to quickly validate ...

So I have occasional need to provide G/L reports to various people who then also would like or be able to take advantage of being able to see the associated backup that supports that ledger. In the attached example it would be nice to have the abi...

We want a weekly deposit report of all activity in only the Management Account so he can track money coming in for his clients. He is not interested in seeing transfers and pocket account activity

You cannot code AR revenue lines to be 1099'd

There does not appear to be any way to replace the image for a credit card statement that has been approved and paid with the Auto-Debit. Tried searching several different ways and, rather than delete and re-process, wound up just "relating" the n...