In Datafaction, we were able to search without entering a specific client code. This is helpful when we're searching for general vendor/payor information that we know is used within the firm.

When running a cash flow in the view output mode, there is an option to check on "Check out our new charts." When a user gets to this new page, there a pre-set titles to the pie charts - "Money Made (Who Paid You)" and "Money Spent (Who You Paid)....

Just as we can have an alternate address for 1099, please add the option to have an alternate name on the client for 1099 purposes.

The 1099 transaction report should have grand totals of the compiled column so that it is easy to double check that the 1099s printed equals the 1096 total.

Notes added to any document specially invoices should not be allowed to be deleted. In Imaging your notes were permanent which is great for checks and balances, audit of process, etc

Ideally, we would be able to have a recurring invoice for an international wire, but if that is going to cause an error that makes the invoice not generate, don't let us set one up in the first place. If I set up a recurring invoice, I expect it t...

I have a client that requests the due date be displayed on the approval dashboard.

I ran a schedule report for expenses, the expenses show as a positive number, I would like the total to be shown as negative.

Clients want to know when the payment was made in relationship to when the invoice was received

Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection