Please see attached.

Upload Vendors via Excel. Allow Type "None" Currently it only accepts Checking or Savings.

This feature will benefit accountants and tax professionals by automatically allocating income to partner capital based on each partner's share of income. This feature should be an option when setting up new clients and can be changed at any time ...

It is especially important when drilling down to invoices by client. The vendors are in some random order which doesn't make sense so I have to always sort by vendor name in order to get it to alpha order to quickly find the vendor I want.

The report selections should also not reset each time you run a report.

it allows for a quick review of all vendors with the expected 1099 dollar figures. I used it in DFX and found it very helpful to quickly prepare a schedule of all expected 1099s

when printing the 1099 report as a PDF it comes out as Portrait and cuts off the last two columns in a different page. Printing as landscape should be the default.

Give users the ability to filter invoices in the pending inbox by Workflow Type:(Review/Approve/Release). See Attached email

right now you have to search images that have no relationship and go into each separately and delete via tools. it would be super helpful and a time saver to be able to select as many as you want and delete all at once

Client is asking to add a "print" button in the reconcile accts. section. Also, to add the ability to combine all reports into one PDF.