All you have is the Vendor Report, Chart of Accounts Listing, and the Budgets Report. There should be a list option for everything, especially levels, bank accounts, recurring invoice definitions, credit cards, payors, commission tables, and workf...

When users are presented the list of categories from which to choose, it's useful to prioritize them to those created in the site vs those inherited from others. Over time, it becomes unmanageable and everybody has already figured out the * in fro...

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.

When a client (non-staff) places an invoice on hold, the users that are not part of that approval step need visibility to any invoice place on hold. Suggestion is to see them in the newly named Rejected/Hold inbox

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", ...

The ability to have totals broken out for each level would be very helpful (i.e. Utilities for multiple houses) instead of having all transactions for each level lumped into one total.

Ability to expand or widen the detailed description field in the invoice screen to show full contents in field.

Currently, there is no "next" button, in order to reconcile and/or move on to the next account. Instead, the user needs to go back to the main bank reconciliations screen to choose another account to reconcile.

Currently you can only search one vendor at a time. Being able to search a few specific vendors during one search would save time.

The bank Definition for CNBNYPARK is incorrect and the bank name should be correct to read as: CITY NATIONAL BANK, and the rest should be all CAPS. I already advised him to change the branch name to custom to make the fields editable, but wanted t...