This would help anyone that has to approve invoices once they go into the pending stage. If you can select your own name, then you can quickly see what you need to approve rather than having to see all the pending invoices. It's also helpful if yo...

A report that would allow Admins to be able to investigate a Client Group to see what users have access to that client group would be very helpful for audit purposes. If the report could also show what user roles those users had would also be usef...

AR Invoices are not a default category in Search Images & Transactions. Please add category so that AR invoices can be searched without going into Enter AR Invoices.

I think it would be extremely beneficial to add the option to attach the signature cards and power of attorney to the new bank account setup as supporting documents. For compliance purposes, the team would be able to easily refer to the appropriat...

Expensify integration with potentially creating invoices from downloaded bills.

It would be great if we could replace images without having to resubmit the commissions. Unfortunately, when we resubmit the deposit, it resets the commission breakdown to the default definition, meaning we have to redo the commission breakdown ev...

The 1099 transaction report should have grand totals of the compiled column so that it is easy to double check that the 1099s printed equals the 1096 total.

when running report automations for reports with one pdf per client the resulting files all return with the same name. this makes saving the files a hassle because of duplicate file names. it also doesnt specify the name of the report run in the d...

All of our recurring invoices go through the Review workflow, but we still have to go back into each item and re-approve the invoice before it can move to the next step in the workflow

It would be great if CNB mortgage statements would automatically import as an invoice each month