Please see attached.

Is this on our roadmap to have clients pull these reports themselves? I pull these reports in sql for the acct managers who share them with the firms. It's a break down of payments, payment method and number of invoices per client. The report was ...

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.

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

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

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.

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 ...

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