Please let us either size the columns in the search or allow us to remove the Document Description column. When some files such as wires come in with full details, it could include excessive detail that makes the Doc Description column extremely w...

We should be able to add touring budgets and print budget to actual reports. Each will be assigned to a level 1 TOUR DIVISION. Reporting may just be a variation of the income statement.

Levels are displayed on financial statements as different columns vs. being displayed as part of the GL structure on the left hand side.

There does not appear to be any way to replace the image for a credit card statement that has been approved and paid with the Auto-Debit. Tried searching several different ways and, rather than delete and re-process, wound up just "relating" the n...

Customizing the Tasks & Reminder will streamline a partners focus to approve bills. Currently, there is a lot of clutter that makes a partner ask more questions on what is pending, why is there so many to be release, etc. instead of simply foc...

We would like the option to schedule workflow notifications (i.e. invoices to approve) for certain days of the week. This would allow us to have our clients be notified of invoices to approve on days specified by them (i.e. Tuesday & Thursday)...

We would like to give permissions to external users to be able to search past payments and deposits and be able to run Financial Reports without being an internal user.

So I have occasional need to provide G/L reports to various people who then also would like or be able to take advantage of being able to see the associated backup that supports that ledger. In the attached example it would be nice to have the abi...

Currently we have to drill down further for this info but I am constantly asked for this information on the fly so would be very helpful. It gives all the info EXCEPT payment date below. - See screenshot

Users having the ability to edit Gl accounts, access to a client, but NOT access to the client's template, should not be able to edit or define accounts.