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.

Persons would not be able to release these electronic post-dated payments until the chosen date, so as to not release anything to the bank earlier than specified.

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

It would be great to have a seperate notification check box you can add to a client under online banking notifications that would notify specifically is there is a EASI rejection on a client. I believe currently there is a notification that goes i...

We think that the ledger balance should be affected as soon as a invoice has been written/submitted, not after it has gone through the full approval process. It will give the approvers a better idea of where the client stands with their cash balan...

Currently if you want to run a report through today, you need to select "select date", then "enter a future date", then click on the calendar, then select today. It would be helpful to have the option to only have one click instead of four

The Income Statement Report prints headers/footers even if there is zero activity. This is unnecessary. The workaround to Update the style to hide a specific header is too tedious, if a section has no activity there should be an option to suppress...

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...

Firms tend to include the bank recs with their monthly cash flows, and they do not wish to have the full bank account numbers shown/included.