While approving the invoice: When approver/allocator sends notification to make any changes the system should automatically pick up at least Client ID and Client name for Email Subject. Currently we do write subject manually so the receiver can ea...

Please add an option to search by level in the Search Images and Transactions page, so that a user can search by a specific GL code and/or level by all or specific categories.

This is an option for much of the external reporting but for some reason not Trial Balances. Most employees are used to working through client ID's rather than company/family names.

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...

It would be great to be able to see the journal entry number once you enter the JE and click on submit, the same way you can see the document ID once uploaded.

When it comes to deposits or journal entries, we could search and filter for vendors stated in the detailed description. Say when inputting a journal entry to record a due/to from expense from the personal books, you would record who the vendor wa...

Enhancement request for this admin report: GL Codes – The ability to add in multiple GL ranges, as well as select multiple single GL codes Have the ability to Run and Save reports to utilize for the future

Add ability to delete an unpaid invoice in a closed period to minimize reopening and closing periods.

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...

Provide an option to run the 1099 transaction report in summary mode to get a quick count of all the 1099 documents, amounts, clients, vendors are being generated before actually printing or generating an eFile.