It would be great to have a DRAFT stamp as an option to add to the financial statements. This would be used if they have not been finalized/the tax return has not been filed. Currently, a stamp is being manually added after the report has been run...

This would save a lot of time with recording bank rec activity, when a transaction needs to be split between different codes (including handling due to/due froms via intercompany journal)

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.

I would like the ability to see when I am mandatory vs optional on approvals

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...

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.

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

Would like to trigger an email on payment/release for other payment methods beyond ACH, Bill Pay and Wire

User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

When reviewing invoices with a client or staff one member is locked out and makes collaboration difficult.