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 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.

We want a weekly deposit report of all activity in only the Management Account so he can track money coming in for his clients. He is not interested in seeing transfers and pocket account activity

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)...

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.

There shoudl be a button to upload credit card files directly in the "To Enter" credit cards box so you don't have to go to the Transactions > Manage Statements to uplaod the qfx/ofx file.

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

The system defined transactional categories should always be on top of the list when associating documents. Currently when a custom category is created, if there is no Asterix, then they are listed in alphabetical order with the transactional cate...

Having the ability to select specific users who can access client lists would be incredibly beneficial for running reports and auto bank recs. Currently client lists are only available to the one user who created it or have it globally available t...