Sometimes transactions will process at the end of the month where a weekend or holiday occurs. When this happens transactions will appear on the ledger with the check date of the 1st instead of when the item actually was sent, which was the 27th. ...

When checking the Banking->Entitlements page, clicking on the View Linked Accounts should show linked accounts with Comerica Bank Accounts. Currently, the View Linked Accounts only show up if the accounts are CNB bank accounts but Comerica acco...

This ideal will help when creating Spreadsheets or compiling data directly relating to vendors if the reports need to be added to a pivot table or other functions.

We should be able to duplicate a vendor from one client to another client

Setting up Accounts Receivable is extremely cumbersome to generate a simple invoice. We are not dealing with sale of products so units of measure, etc. are adding lots of extra steps for setup on every client. There need to be global defaults for ...

On occasion, we need to issue invoices to foreign individual or entity. Can foreign currency be added to the A/R feature? Once the deposit is received, is there a way to mirror the international wire process with the exchange rate? It would help t...

Rather than closing books one-by-one, can we mimic the bank reconciliation process to include a selection of clients or client groups that can be closed at one time?

To use criteria other than "contains" search in the advanced search would be useful particularly for admins when trying to search across wide swaths of client data. So for example if I wanted to search for everything that has used a certain GL cod...

When running an income statement in the Levels Per Section format, the very last Net Income (Loss) Line should total all the Level Net Income (Loss) amounts. As it currently stands, there is no summary of the different levels so clients would need...

If a recurring invoice has an expiration date, add a notify me option when the recurring is getting close to expiration to ensure that user has confirm if recurring needs to be extended or allowed to expire.