Notifications don't have any indication on what client it relates to

Users would like the option to save or auto fill dates in the Reconcile - Auto screen when selecting All Clients or Enter clients from the drop down. This would save time when reconciling the same month on multiple clients (i.e. Reconciling Octobe...

To be able to search for an Image or Transaction by selecting a user name that uploaded or entered the item would be extremely helpful, as I often want to see what a particular person has done within a Category or date range.

Currently, if Client A is making payment on vendor Client B's A/R invoice by book transfer and Client B's deposit is being automatically being recorded, the payment is not being applied to the invoice. We have to make a separate deposit entry on C...

Requires that the full 9-digit Tax ID has been entered in the vendor screen. Any more or less will cause issues down the road with issuing the 1099's.

If we see something incorrectly coded in a report like the ledger, it would be helpful to be able to recode it it directly from there, instead of having to click on the hyperlink and going to a large journal and searching for that specific line ag...

Case is 00745274

Currently it doesn't allow it and error appears