Currently this is a required field.

When doing a global search for images and transactions, column headers scroll off the page.

Add InterCo Journal info to the Details Tab of Invoice Approval

Would allow you to change the bank associated with a deposit or payment to an incorrect account without having to delete and reprocess the transaction

Currently the only way to add payment info in the AR invoices is to add it in the "Notes" section. We would like to be able to reserve the "Notes" section for notes that we need to add to the invoice, not the payment information. Remittance info i...

Have the ability to add more than 3 lines to the Chart of Accounts GL's, so that users can add more client-specific detail (purchase dates, locations, stock purchases, refinance information, etc.)

I find that summarizing by rollup accounts is insufficient, and that an additional level of summarization is needed at the subcategory level.

Display book balance and CNB balance on liquidity report

More and more vendors are now accepting/requesting credit card payments. For example we currently use our American Express each month to pay two different compliance companies. At the end of the year we should 1099 them. We are having to track and...

To better audit additions/changes to vendor information, please add the feature of: drop-down to select multiple clients, filter by: UserID, Payment Methods, Routing#, Full Name, and Bank Account # (which is NOT currently shown on the Audit report).