Allow the user to select a start and end date to run a financial statement.

When reviewing an invoice to approve, on the detail tab, there is no indication that a prior payment has been voided. The only place that info exists is on the activity tab, but I would not know to look there if didn’t know a void had occurred. In...

In the formatting of the P&L and Balance Sheet, the default is however the category and sub-category was structured when uploading the chart of accounts. If there could be a check box to cap-lock everything on the report or toggle case everyth...

Like in Imaging . Would save time when looking through past payments whereas now you must cancel and then select the next image to view

Please include the Image ID number along the top of the image

In legacy there is a Feature on the third page of the Vendor Entry screen to "make payable to vendor ID". This feature allows users to have the original vendor show up on the invoice for accounting purposes as the end recipient of the payment whil...

It is extremely useful to be able to export GL data to excel in a csv type format that allows for easy sorting, by account number, vendor, payor/payee, etc. See example export attached. This allows for using the filter excel setting, vlookup formu...

The managers and partners at our firm would like to be able to review the payrolls that are being run but we also want to save time by using the payroll import. There should be a way to setup a workflow for the PR Checks that are imported so that ...

Access for a profile/user to enter invoices for all of the companies clients to specific vendors. This is useful when we have transportation courier invoices that are distributed among what each clients has had mailed in and out the office.

When running commission and deposits reports, both reports print the deposits in a different order than the other report. We're only able to sort deposits by dates, amounts, and payors, not batch numbers. Commission reports are sorted by batch num...