Cash Flow does not provide an option for Final transaction account (include the final recode).

On the FYI, we alert for changes, but we do not alert for deletions. Is it possible to have on the FYI’s for Journals, Deposits, and Payments an alert for deletions.

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.

Reorganize the invoice approval screen to display GL coding right after the prior payments section. then the reject box and then the rest of the items.

We don't curently have a way to deposit a check paid in foreign currency such as Canadian funds.

Hello, for some reason I cannot copy paste account numbers in the vendor ID set up, forcing us to manually type it which is less reliable/accurate. Can we please enable copy + paste?

Please add a search function by vendor ID, not just vendor. There are often several vendors by the same name, searching by the vendor ID would not only help with sorting, it would help save us time.

In the vendor upload template, there are no notations of how many characters are permitted in each field. This results in issues during the prepping and upload process, as the error does not state the number of characters permitted.

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...