Currently, on a saved Global Trial Balance comparative report even if you uncheck the Show Difference Column and save the report, the report will default to this box being checked when you choose this template and rerun the report.

Until payment has been approved. If something gets rejected you have to change the journals in all the splits. Why would you put the journal on the books unless it is approved??

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 ...

you should not have to reset the entire auto recon selection just to change the statement/gl date range.

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...

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...

When setting up a vendor to auto-book a deposit, the auto-book on the deposit side only works if the user processing the invoice has access to the client receiving the deposit. We have account managers that will send money to other clients that ar...

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

Allow admin to create reports only avail to certain user (instead of user creating the report themselves or having a global report).

Add additional field titled BSB code on vendor screen or warning for the BSB code if missing when sending inter'l wire to Australia. Users are putting the code in the add'l code field for now but would like its own field or a warning come up that ...