Extending will help reduce the number of times we're logging in - when working on other projects.

Can we have a more descriptive error message for the review credit card menu when the invoice ID has already been used? Currently the error message the document doesn't match the latest version, please refresh the inbox to see latest does not let ...

There should be a sorting option for all reports, so that users can select which level(s) they would like the report to run for. Currently, only the Balance Sheet, Income Statement and General Ledger have these options.

Under Banking > City National Bank Statements > "Search Images and Transactions" where the bank statements are listed, it would be nice to have our GL descriptions or Bank IDs in a column next to "account #" so we know which account is which.

Add an option to select the bank account under Search Images & Transactions. This is very useful to limit the search results. (An example is when doing bank rec and there is a discrepancy, we need to see open invoices only for a specific bank ...

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.

This would be helpful when keying invoices to compare the information provided on the current invoice with what was previously stored in the Define Vendor setup. Many vendors continue to change their bank information without noting that on the inv...

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 ...

Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

During bank reconciliations, it gives us an option to book transactions. However, in order to book a proper payment we need to upload an image that relates to it. Currently, the only way to upload an image is to back out of the reconciliation page...