Exported PDFs are password protected and prevent modification. these should not be protected or the password should be set by the user exporting or at a firm level.

There aren't any options to customize reports. We should be able to choose what data we want in our reports. Please refer to MIP Abila (an accounting software) that has really great reporting options

It would be helpful if the pop-up with the document ID was a link you could copy and paste into and email. The process sometimes is done by the AM sometimes the Bookkeeper. A concern is that if a Bookkeeper does it then the AM doesn't get notified...

Give Users the ability to generate recurring invoices more than 99 days from the due date

When recoding an invoice for an adjusting journal entry, the Accounting Date field should not be auto filled because users will not notice this new box and hit submit not knowing that they created an adjusting journal entry with the same date as t...

Add a firm setting so that whenever a new vendor is setup on a client, users are required to go to the 1099 payments tab and identify if the vendor needs to get flagged for 1099 reporting

Wondering if it’s possible in the future to add the backup to the cash flow report automatically. See attached Cash Report we send to one of our clients who want to see all the backup. Would be awesome if there was an option we could check that au...

would like to allow users to be able to define new detail accounts on the template when a rollup exists but not define a new rollup account on a template. Currently they can either define on a template or cannot, they would like more granularity h...

As an approver, sometimes I want to research an item that is pending my approval. There are usually multiple optional approvers, so I like to place a HOLD on a item while I research it. While it's on hold, nobody should be able to remove the hold ...

Bank definition audit - want to know who changed bank def, including bank rec training. Should provide old and new values for a date range