Auto Bank Rec Transactions do not show up as an FYI (To View) – Bookkeeper could screw up and Account Manager would not know until review of the ledger. See image attached was a payroll services coded to office supplies. But no To View (FYI)

when printing multiple checks with different dates the check number assigned should be in date order not alphabetically by vendor name

Being able to use the Arrow Keys to Freely move up & down in Invoices & Journals- when pressing down arrow if no line has been created, it would create a new line. This would make it more efficient to enter information in.

Customer totals on the AR Aging Report currently display above the invoice details. This should be displayed below the invoice details

Need to be able to split a deposit across multiple clients as one check can pay multiple invoices across more than one client

I would love to have a "Quantity" option when uploading a File. For example, it would be helpful for commissions to be able to upload 4 copies of a commission schedule in one "drag and drop." versus having to Duplicate the Invoice under "to pay" o...

Currently if a client utilizes more than 1 level, a ledger report cannot be run without including the other levels. Example: Level 1 - Artist, Level 2 - Album, Level 3 - Song - The GL cannot be run on just level 1, without adding in "All" or speci...

Would love the ability to sort the home page by alpha order, and also to have some or all of the accounts default to the summary position rather than detail. See example attached.

We need to mask recipient's tax ID's on their Copies. Legacy has option to only show last 4 digits. Amy Beason from 10029 Dunn, Pariser, & Peyrot brought this up as clients complained their whole SSN number appears through the opening of the m...

The use of levels may be desired over an expanded chart in the cases where there is simply one, or very few, GL codes involved but many "levels". In other words, as an alternative to hundreds of sub-codes in the GL. However, in order to avoid sepa...