Firm Settings should include ability to force 1099 election when setting up new Vendor

Vendors should be optional for training rules. I should be able to enter a payee instead of a vendor, so that I wouldn't need to create Vendors for every minor charge.

Currently on the Define Vendors screen, you can choose a "Pay Only From Bank," to ensure that a vendor is always paid out of the correct account. If a "Deposit Only to Bank" feature can be added to the "Define Payors" page, this would ensure that ...

Related documents should show the Description of the related document, like it does in Imaging.

I would like the ability to see when I am mandatory vs optional on approvals

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 ...

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...

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)

User wants the Alternate check name to be sent on electronic payment methods like an ACH. This only works for checks and not ACH transactions.

It would be helpful to have the vendor listed in the e-mail notifications that go out when Online Banking Transactions are processed so it is clear what the payments were if looking for a specific one. Currently it is just the Client, Bank Accou...