On the print checks & pay invoices screen the default should be to print all checks for the same vendor from the same client on one check with the option to over-ride that and print multiple checks if need be. This should not be a rule coming ...

Some checks have letters after the check number. These should still have the payment method option for "check" as well as "automatic debit".

We should have an option to remove the totals on each account on Detailed view. It is confusing for clients to see and it repeats the amounts if there's only one account listed on the roll-up account.

KBLR would like the deposit slip to print on the bottom third of check stock

Users are entering the Group or Client in the filter on Search Images and Transactions but the second they select a category, the page loads and resets the Group that was selected. Christine from Seltzer Business Management

If user is timed out, save the state they were in.

We need the ability to block image replacement on paid invoices. An approver is approving an invoice based on the coding and the image. The image is part of what was approved.

The tiny little box that says "Update all existing invoices and payments with the default 1099 code effective_____" is easy to miss. And it only shows up if you were to change from 1099 Payments - Never to something else. That little box should al...

Users were hoping to have clients 1099-INT forms uploaded from the bank automatically like they do with credit card bank statements or other bank activity.

in legacy we can edit/modify client information; this allows us to change the payor name to an LLC that is located within a set of personal books. This feature is missing and is needed or else we will have to setup new books for every LLC for our ...