Printing the product ID on an AR invoice should be optional

DF had this filter/selection when running GLs and it was super helpful for big touring clients so we can easily see non touring activity vs general overhead.

Currently opening a rejected invoice from the rejected inbox opens the invoice to the "Invoice" tab. Users have to click to the details tab in order to see why the invoice was rejected. It will save users a click if rejected invoices opened to the...

its confusing when deposits which are credits to the bank accounts on the the checkbook register are shown to the left of withdrawals. credits are generally shown to the left of debits. Generally the ability to rearrange columns is also helpful.

We should use the terms "Level Rollup" and "Level Detail" to help distinguish what is being referred to by end user. Levels 1, 2, and 3 in Admin >Clients >Detail tab should be Level Rollup. What is within said Level Rollup should be called L...

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

Pending transfers should show with pending open invoices in the approval totals like it did in dfweb.

We use the "to complete" as a mini workflow for special purposes and the fact that we cannot see the values in the specific columns, despite the definition on the category being set to "YES" as Column, makes it very difficult. Especially since we ...

The only way to successfully print a copy for our workpapers is to complete the following: You can print a blank 1096 form on standard white paper and then put that printed form back into the printer to print the 1096 information on. It may not be...

It would be nice if this option would stick. When reviewing pending items, and you make a change to an invoice, rather than going back to the same client, you need to "filter by client" again.