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)

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.

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

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...

The intermediary bank information is present on invoices being paid via domestic wires when going through approval WF but it is no longer displayed once it gets actually paid

It would be great if there was a choice between 7 days and 30 days in the Review Invoices inbox drop down menu. How about 14 days? A choice for 21 days would also be nice, but 14 would be really helpful.

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...