The system logs you out too fast, I keep having to run the same reports multiple times a day to continue my review. QuickBooks allows you to just refresh the window you were last in when you sign back in and continue using the report that was open...

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/ad...

When reviewing Credit Cards, the Auto Save works and flashes Green. But when the Auto Save fails, it's also green. Can it be Red so it is more easily spotted?

Would like the ability to drag and drop a related image to a transaction into the transaction itself instead of relating it the standard way.

I would like the ability to hide inactive bank accounts on cash flow report. Or add the bank status to the page so that I can select active accounts only

When you click the "New" button to create a document relationship from a transaction, i.e. the details tab of an invoice, a search window opens up showing basic search. The advanced search option should be added to this page to allow multiple cate...

The To Review inbox should have the same filters as the Pending inbox. Having the ability to filter by group, client, or user would be a great help in identifying higher priority items

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 ...

Reports we could pull besides a ledger report for identifying vendors we need to 1099. The Transaction Report as well as the Vendor Summary Report do not capture any returned payments or credits from vendors. When receiving a returned payment, we ...

High priority workflow notification emails can be set up to be sent immediately. As they currently do not repeat until the transaction is handled, it would be very helpful if those transactions can also be added to the regular hourly workflow noti...