Editing journal entries that are already “viewed” doesn’t reset the view/fyi process. Defeats the purpose of reviewing things if they can just be changed at any time.

This will allow A/R aging report to be reconciled to the A/R account in other reports (i.e. Balance Sheet) They should also include Paid AR invoices when run in the past at a time when the invoices were opened.

At the moment, if you check off grand totals it will total all columns with no distinguishing between the columns. There should either be a way to decide which columns will be added as part of the total or total each column based on level separate...

I have had multiple firms ask me for the ability to run an Income statement for a 12month period that is not their standard fiscal year end. As far as I can tell there is no default column definition that would accomplish that but on UAT we have a...

When inputting for accounting clients (after the fact) resetting to today's date is not helpful at all. We will be inputting last years data and it should not reset but instead use the last date entered. Just like it does for Payments and journal ...

A recurring invoice should not be allowed to move past “To Review," if it was set up to require that the amount needs to be changed, as it is always different. This would ensure that a recurring that was set up for $1 is not accidentally approved ...

Ability to override client name on 1099's just like we are able to do so on vendor name/address

Have the ability to run a report of bank accounts by client. This would be done as a security measure with regards to the banking upload step to audit the accounts that were part of the export from Legacy. This would ensure that the accounts match...

In the reconcile accounts function, it would save time if users were able to match more than one transaction on both the "bank transactions" side and the "ledger side" versus only being able to select multiple transactions on only one side.

Add a section similar to what exists on the vendor screen where you can include the vendor site + username & password to the payor screen.