Like the "clear locks" option, it would be helpful to not come out of a search or report running to open the books if you need to recode an invoice, etc.

Add additional roles to the external user role where they can run reports and exclude bank balances

This is so much easier to check invoice number and description instead of scrolling to the bottom.

We keep the books for a lot of clients for both their personal & business - we should have the option to have a budget that includes both of these in one report/ budget. We are currently doing this in excel and it would save time to be able to...

Give firms the ability to setup global vendors that can be copied to clients, thus saving time of re-entering the same vendor into multiple clients. Other key advantages to this feature from legacy were the ability to update global vendor names/ad...

When transactions are accidently entered under the wrong client and/or bank account, there is no easy way (unless I missed it) to delete in bulk.

Currently we have to begin to type a number or a name to get the list of possible clients to populate. It would be nice to be able to click and have all our clients populate in an alpha or numeric list that we can then select from, with the abilit...

Users in international time zones should be able to be assigned the correct time zone so that notifications are sent at the desired times.

Would like the ability to drag and drop a related image to a transaction into the transaction itself instead of relating it the standard way.

Add Column to journal entry screen to include Vendor. Currently only able to apply vendor if 1099 eligible. Client would like the ability to add this within the journal entry screen and on the credit card transactions. Many clients pay certain bil...