Reports (such as invoice registers, journal reports, deposits reports, etc) should not require date inputs. If no dates are entered a report should show all activity for all time If no end date is entered a report should display all activity from ...

Often I have to pull and send invoice images to vendors. We should have the option to send the invoice image automatically with E-pay notifications.

Unique email address to provide to vendors to send invoices and bills so that it is delivered directly to AL inbox, and does not clutter work email inbox, where things can get lost. For invoices that end up in our email we can forward to this AL e...

When a report (Trial Balance, Ledger Report, etc) is produced in PDF or Excel, the client ID should be automatically included in the filename. It currently includes only the current date and some seemingly random numbers.

Would like to have this report when doing Reconcile-Standard bank recs.

have the ability to select all recurring invoice templates and place them inactive as a batch.

It would be very helpful to have an A/R customer report. When setting up new customers, the id doesn't increment to the next number. Without a report it is difficult to figure out the next number and it is a useful report, like a vendor listing in...

Add an Alert on the Dashboard like we do for banking transactions to show the user if a Recurring Invoice failed to generate.

We have Payors we need to mark agent commissions for 1099-NEC each time we record a deposit. It would be extremely helpful if we could setup in Define Payor the coding lines we need to mark for 1099s so that we don't have to remember each time we ...

I think there should be an option to add a 1099 classification on the define vendor. Either drop down or check box. That way when we set up a NON 1099 we can mark S Corp or C Corp and when we run vendor report on January, itll show in report that ...