Why did you get rid of 1099 Analysis Report? It was very useful. The vendor report from step 5 in your instructions is similar, but it is missing 2 very useful pieces of the report. One, it doesn't allow you export only "required 1099" vendors. Tw...

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.

Financial statements like the Ledger Report and Trial Balance only allow you to select month end vs. allowing the user to select any date

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.

Currently, you can only sort by clients, days due and payment method. Being able to sort by group is very helpful, especially if a user has access to all clients, and wants to print checks for a particular group.

Add to a more noticeable place of their existence, or at least add a note that they are there, as currently they are at the very bottom of the approval 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

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...

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 ...

Firm would like to know if we can please get the date box in the recurring screen to be adjustable? Sometimes they need to adjust this to a certain date to skip a payment or have it start on a specific day.