Invoice history / audit report of all invoices issued, paid within a specific period

Allow for the user to age invoices based on invoice date or accounting date. Some customers are billed in advanced

when importing payroll for employee's - we would like the check number provided by paychex system to be picked up and identified on our reports, currently the system generates "auto debit" for the check number - copy of file to be imported attached

After clicking cancel or submit in auto recon the list of clients selected clears out. Should also be able to change the date range for client selection and run auto recon multiple times.

When entering a budget, i feel it would be helpful if there was an option to select a date range below the account selection. Currently the budgets populate every month of the year. I feel a date range would help track budgets over multiple years ...

Currently you must go into the account to reconcile by clicking the recon button, then the submit button, then the ok button. It would be helpful if you could press the submit button on the bank account list page or have a "submit all" button that...

Came up after an image export was done which produced folders that were titled from the id's and not the description. Some of the default category id's don't match the actual description: ID Description CashReceipt Deposits EFT Transfers CashDisbu...

Would love the ability to sort the home page by alpha order, and also to have some or all of the accounts default to the summary position rather than detail. See example attached.

If one enters an EFT incorrectly, say with the wrong date (Not using send to bank option, just entering in the ledger), the user has to go to the bank-rec program to make the transactions outstanding before one can delete the EFT. If one drills do...

or perhaps - have the option to have a different number sequence when printing manual or blank checks