Range of codes for required levels (as opposed to a full section: Income, Expense, etc). (advanced levels options on client page)

Ability to print/transfer over multiple back ups from deposits. For instance, on commissions done as memos, only the memos transfer for back up of the commission check, but not all of the back up documents of each commissionable deposit is included.

As it is now, invoices that are ready to pay or be released are still seen in the "pending" folder, along with invoices that have not yet completed the approval process. The ready to pay/release invoices show the bookkeeper(s) as the "approvers", ...

The client wants to sign certain vendor checks and not others. If a check prints out without a signature - we know to sent to the client to sign. If the check prints out with a laser signature then we know we can mail directly to the vendor.

It would be helpful to run A/R Aging on all clients monthly within a group / team to stay on top of receivables.

Is it possible to do 1042 reporting or at least add a category in 1099 reporting for this? It would be extremely helpful at year end to process the 1042 reports necessary.

the approved open invoices should reflect the amount of all open approved invoices so the ending GL balance reflects all open approved invoices to prevent approving more than is available.

Currently when you click on a document ID of a related image on a transaction, only the image opens in a pop up. As the notes for an image are found on the details window, the details window should open up along with the image.

Currently we have to bounce back and forth from the liquidity report and the dashboard to manage cash. The liquidity report is missing current bank balances and the dashboard is missing open invoices and an adjusted balance section. It would be ef...

Stop pays get rejected if payee name is over 30 characters