Currently you have to drill into each EFT to get the approve button. Way too time consuming. Need a quick approval check box to approval all EFT's.

Only the top-level roll-up accounts show when running an income statement to PDF. User would like an option to display intermediate roll-ups as well. They do display in view.

Add a section similar to what exists on the vendor screen where you can include the vendor site + username & password to the payor screen.

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

On AP invoice detail, would like the ability to sort GL line items by amount or description

When I see a bank balance on the home page, I drill into the activity to see the balance, but the amounts don't total up to match the amount shown on the home page. I believe this is because the activity report page doesn't include sweep account b...

Provide the ability to hide the new Accrued Balance column on the AR Aging report. We provide this report to clients to see what is past due and reach out to the individual customers

Ability to add the option to include the Vendor/Payee Address to the (Invoice Reports) Payment Register Reports specifically.

I'd like to transfer money from one account (business) to another account (personal) for my client, the same way it can be done on the CNB website. It should be as simple as: Transfer from account: X Transfer to account: X Transfer amount: X Trans...

It would be great if the image that is associated with the original Journal Entry is also automatically associated with the Intercompany Transaction entry that's entered.