If user accidentally pays auto debts with wrong check date, they would like a way to fix the check date without having to void and re-enter each invoice. This will allow them to address checks with wrong check date; if they accidentally paid all i...

We should be able to drill down into prior-year transactions. If the year is closed, you can do it with the balance sheet and income statement but not the trial balance.

Recurring can fail to generate for a number of reasons, but when they do not it is very risky, as a payment will not get processed. Need visability of this in the same way that AL handles banking transactions(alert button)

Please make it optional or stop the last/old deposit amount for checks from automatically populating/appearing for existing Payors. It poses the risk of the wrong amount being printed on the deposit ticket. Your consideration is greatly appreciate...

If a user is set up strictly for scanning, entering invoices or deposits they don't need to see and have access to bank balances and activity.

A user was running trial balances and came upon an issue where all the reports printed in landscape instead of portrait and took up 3 more pages. The client has only one Level and the level is state so each entry takes up only 2 letters but becaus...

Replace Bank ID needs to be added so when a client switches banks, all recurring's bank IDs can be changed with one command

Currently The notify option only allows for the selection of one user. The ability to select multiple users to receive email notification would be helpful for firms who need to notify multiple users

When running an income statement schedule or balance sheet schedule to excel export, remove subtotals when running in detail mode, similar to income statement report. Currently each account is subtotaled resulting in duplication of every line.

We would like to be able to disable the feature that changes the formatting of check amounts from written to numeric.