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.

would like to allow users to be able to define new detail accounts on the template when a rollup exists but not define a new rollup account on a template. Currently they can either define on a template or cannot, they would like more granularity h...

The user should be able to define a bank branch that can be used across all bank definitions created. Currently the only ones the system remembers are CNB bank addresses but the user should be able to create some. This would allow them to set up a...

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 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

Upload Vendors via Excel. Allow Type "None" Currently it only accepts Checking or Savings.

This feature will benefit accountants and tax professionals by automatically allocating income to partner capital based on each partner's share of income. This feature should be an option when setting up new clients and can be changed at any time ...

As an approver, sometimes I want to research an item that is pending my approval. There are usually multiple optional approvers, so I like to place a HOLD on a item while I research it. While it's on hold, nobody should be able to remove the hold ...

or perhaps - have the option to have a different number sequence when printing manual or blank checks

Wondering if it’s possible in the future to add the backup to the cash flow report automatically. See attached Cash Report we send to one of our clients who want to see all the backup. Would be awesome if there was an option we could check that au...