When recoding an invoice for an adjusting journal entry, the Accounting Date field should not be auto filled because users will not notice this new box and hit submit not knowing that they created an adjusting journal entry with the same date as t...

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...

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 ...

The only way to successfully print a copy for our workpapers is to complete the following: You can print a blank 1096 form on standard white paper and then put that printed form back into the printer to print the 1096 information on. It may not be...

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...

Not much explanation needed, this is the most basic doc type for a vehicle and is most commonly referenced for business managers, and should be added

You can run this report 3 different ways but it doesn't differentiate how it was ran when you get the results.

Inactive user appears as blank in the workflow- users still need to manually update the workflow and delete steps if applicable to correctly update it. Otherwise the existing workflow remains and continues to show invoices are pending for the now ...

could you allow a deposit skip?... sometimes i only want certain deposits to be together in a certain batch.... batch first 3, skip next two and then add two more to deposit slip