Users should be able to search by EIN in the edit 1099 screen. The vendor override information prints on the recipient copy of the form and that doesn't always pull up the vendor in edit 1099. You have to either go to the transaction report to fin...

Ability to upload/import record payment/disbursements

The AR invoice notes are not being saved when creating a recurring template. These notes should be saved on the template for any future generated invoices to automatically include

Would like to have the option to email the image of the invoice to the payee so that they can see the statement they are getting paid for

Ability to download/print search results from search images and transactions

Having "For the benefit of" and the Intermediary Banking Information buried in the "Additional Payment Information" link at the bottom of the Vendor Payments tab is obscure and very easy to miss. If this were placed along with all of the other ban...

Firms with multiple locations require the ability to define multiple addresses. Then, during bank account setup they could choose the desired address so that checks printed will have the correct return address. (See also this same Idea for client ...

It's hard to tell a journal entry that was a result of a reversal because it has the exact same JE number for both the journal and the reversing entry. It would be good for the reversing JE to say 1234-RV so it's very easy to know any JE number th...

I would need 3 dates. The date the journal entry would appear on the ledger after it is booked. For me, January 1st. The date of the gl account balance that the journal entry is referencing. For me, December 31st. The date I want the process to ha...