From liquidity report page, you can choose multiple dates. Report automation does not have this feature.

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...

This would be helpful when firms receive new clients via a move and have to manage the custom category that comes over. Taking the image out of that category and into another is done one by one.

When clients are being uploaded via an Excel spreadsheet, it would be great that if the groups have not been created yet, that the system will create them with the upload.

When receiving an error message on the Transactions->Review Statement menu, the system does not inform you what line is causing the issue. The Error messages should include the line details so users can find the issue easier. The error message ...

Expensify integration with potentially creating invoices from downloaded bills.

We are trying to clean up calendars and want to know what clients are associated with each ID It would be nice if this error gave us the clients that are associated so we can change them then delete this ID

We would like the ability to open a batch when entering invoices so that the bank account we choose will be the default for that batch. We had this ability in Legacy and found it helpful.

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...

The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...