Would like to have recurring invoices to be able to replace an image without reseting workflow.

It is especially important when drilling down to invoices by client. The vendors are in some random order which doesn't make sense so I have to always sort by vendor name in order to get it to alpha order to quickly find the vendor I want.

In search images and transactions, finding the "search all categories" is not intuitive as it is buried in the "Advanced search" option in the bottom of the page. Develop a way to make the more obvious or perhaps make it its own page.

Add a folder to associate backup documents

voided check should have option to reuse or delete instead of going right back into approval mode

this is useful for clients and we use it as a cover page. there is too much confusing info from a client pov. they just need a current balance summary. i have to print in excel and edit the report instead of having simple report to send to clients

when employees come to my desk and i want to show them something company data shouldn't be viewable. it should be separate bc it is separate from clients. even with restrictions employee admin have access to too much and i need them to be admin on...

sometimes there are ach deposits or debits that we do not have backup for or the agent & client do not notify and our balances are off. would be easy to spot adjustments needed. when clients request balances, it is helpful to have this info re...

Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...