Currently all bank accounts, active and inactive, appear on the Entitlements page. It would be nice if there was an option to display only active accounts, or if there was a column dedicated its status.

There are many documents in To Complete that are not invoices, or things to be filed or categorized. I would like to be able to email the doc to the Partner (or whomever). Currently I have to download it and then attach it to an email. Thanks

Allowing user to sort category list by preference (non-custom then custom categories or alphabetically). With standard categories followed by custom categories, makes for a jumbled list of searching each time we are trying to find or save anything.

just like deposits, it would be nice to be able to add a 1099 vendor per line item on the invoice section. I may be paying Smith Client Trust but the 1099 should go to Jane Doe. because Jane Doe has check authorization for Smith Client trust to re...

Hello, not sure how to phrase this as I don't have access to Zenith any longer. We were able to create a Report and Zenith would generate an actual letter along with a total report including what you call the Cashflow report along with a standard ...

I can only select two periods on a comparative trial balance, I'd like to be able to select the year to compare against.

Once the entitlement is turned on, force global admins to get the positive pay notifications.

Force the positive pay exception management entitlement when the entitlement comes in.

To be able to edit the code setup (category, sub category and type), without having to reopen the books to the beginning, would save a lot of time, especially when the code has not yet been used. Example - changing the code from a detail stand alo...

Right now the approve link there only takes you to invoices. You constantly have to go back to the home page to reach the transfer approval section.