When a change has been made to the vendor, it would be great if the notation could be shown towards the top of the Details tab. Currently, it only shows in the Invoice tab (which approvers do not approve from), or at the very bottom of the Details...

Setting up the 1099 on the deposit payor would be helpful so it auto-populates the vendor information when making deposits with commission withholdings. You could still have the check mark to override if not needed.

We should have an option to run the Original Report Format for Financial Statements. Not sure why you eliminated the Original Report Format for the Income Statements. Please add it back so we have options to prepare our Financial Statements. Thank...

One should be allowed to make a partial payment in the Manage Payments section. Some of our clients write manual checks for a portion of an invoice total and will pay the remaining balance later. They pay multiple invoices on one check so we need ...

When we make a change and recode an a expense or any transaction we want to be able to refresh our P&L to see it reflect the update. Right now, after I have made my changes, I have to re-run a completely new P&L to make sure my updates are...

Saved settings don't honor the report output

As this can be a very helpful report to run either by a group of clients, or one client at a time, it would be very useful to have the ability to export it into PDF or Excel. Currently, you can only print to screen/take a screenshot.

(1) consolidate all transactions into one vendor (2) save time without having to search /view 2 or 3 of the same vendor fror look up on payments history

Many users would benefit from being able to see the cardholder details in the credit card processing module because it allows for higher productivity when recording credit card activity, as we will be able to see who the cardholder is directly on ...

Having to download several different types of reports as PDFs, would like to see an option in the Settings tab where reports can be exported as PDFs, that would allow pre-naming the file, prior to download. Currently a Cashflow report name looks l...