The recipient of the ACH, Wire or BillPay payment needs the invoice number I am paying added in the memo line. The check number I issue is not helpful in matching my payment to their open invoice.

I can currently run a range of alpha-numeric accounts on a chart of accounts report, but I cannot do the same thing on a ledger report. If this feature works on one kind of report, please ensure it works on all reports. Thanks!

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 changing the address or phone on firm settings it would be great if you were able to change/update that address for existing bank accounts and clients. Maybe you could pick a client list to have it update the client address and then next time...

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.

When entering a budget, i feel it would be helpful if there was an option to select a date range below the account selection. Currently the budgets populate every month of the year. I feel a date range would help track budgets over multiple years ...

Access search images & trans menu and look for paid invoices for a vendor- results show two dollar amount columns. The amount column is correct however the check amount column is not. If you have paid multiple invoices on one check, that amoun...

If one enters an EFT incorrectly, say with the wrong date (Not using send to bank option, just entering in the ledger), the user has to go to the bank-rec program to make the transactions outstanding before one can delete the EFT. If one drills do...

Currently you must go into the account to reconcile by clicking the recon button, then the submit button, then the ok button. It would be helpful if you could press the submit button on the bank account list page or have a "submit all" button that...

Came up after an image export was done which produced folders that were titled from the id's and not the description. Some of the default category id's don't match the actual description: ID Description CashReceipt Deposits EFT Transfers CashDisbu...