We have many documents or investments which are larger files and they cant be uploaded. please advise!

When entering a deposit from a particular payor that is defined in the system, would like the ABA number to be stored and displayed after a receipt is entered and they are doing the next one. This is helpful if entering multiple checks from a sing...

The general ledger gives totals for every GL account but not the grand total for all the accounts selected. I have clients that ask for the detail activity and total for multiple expense accounts.

Categorized saved reports based on user saved reports vs. global reports for quicker identification and selection

add the option to not update commissions invoices when editing deposit. Currently the system opens the commissions window and reverts invoice description back to default. an option to not update the invoice would help save time and prevent confusion

Having the ability to exclude specific GL accounts would be useful in the general ledger (especially for bank accounts, when needed). This is currently possible on the Liquidity Report.

Would like the ability to print a Graphic Form version of the 1096

As it is now, invoices that are ready to pay or be released are still seen in the "pending" folder, along with invoices that have not yet completed the approval process. The ready to pay/release invoices show the bookkeeper(s) as the "approvers", ...

A partner would like to see the Detail tab and the Image when opening Approve Invoices. The default to this section of the program is Invoice and the Image. We would like to make this an User option.

To enter the End Date for the report, you currently have to use the pull down menu to select "Enter a Future Date", then it allows you to enter a date. The end date will always be after the start date so this step is unnecessary. We should be able...