Users construct Report Automation Templates by selecting Saved Reports that reference Financial Statement Styles. This creates a link between Financial Statement Styles and Report Automation Templates that prevents the user from being able to dele...

moving notes section & adding additional notes section to bottom of invoice. You have tons of blank space at the bottom and a bunch of info up at the top crammed together which can make things blend together and not easily identifiable.

I need to be able to see how old invoices are in relation to the due date of the invoice. The only option I have is to show the aging of each invoice in relation to the Invoice Date

Prevent journal entries from making adjustments to reconciled cash accounts. Or at least create a warning that the journal entry is impacting a reconciled bank account.

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.

I think a huge miss with this is not showing a previous statement balance and new statement balance. When we upload the statements for our credit cards and enter the transactions it's very hidden on the bottom that there is a balance off. It allow...

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

Currently the ledger report separates transactions coded to levels or not for the same GL and gives separate totals for all. the ability to consolidate these and get one total with a level description column would save time for clients looking to ...