We should be able to drill down into prior-year transactions. If the year is closed, you can do it with the balance sheet and income statement but not the trial balance.

Currently we can only select specific clients in the Pay Invoices screen, but we would like to be able to filter by Group to get a better picture of cash requirements.

Please unlock the Check Date field on a payment previously entered, so that this can be changed if needed. Currently the only way to change a check date is to delete and re-enter the transaction.

Include all GL Accounts in schedules by default, similar to income statements and balance sheets. From there allow users to remove GL Accounts from schedules. Any new GL accounts should also be included in the schedule like the Income Statement an...

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.

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.

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 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