Can you add additional method types, such as QFX, OFX, QIF, CSV, so we can upload activity from JPMorgan Chase Bank, Bank of America, Wells Fargo, etc? There is only method type BAI and we're unable to upload activity with this type. This will be ...

Audit Trail for changes to a user definition; who made the changes

Create an admin role to have access to user saved reports. User saved reports are only available to a specific user and if they're out of the office or leave those reports are no longer available

Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

Add ability to use the 1099 codes and vendor assignments on the JE Upload template

I have a client that has two accounts paying for separate charges. As of now, you can only split charges between two clients. It would be helpful to split between two accounts under the same client. For now, I have credit cards that when booking I...

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks

Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.

just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...