Feature Requests

Many times for prepaids or future schedules, clients want to see that the backup document shows today's balance that reconciles, and the future schedule until it goes to zero. Please make this an option in the drop down.

When we reconcile a bank account and attach backup, it shows up in the Balance Sheet Review. However, if we attach backup to an Accrual task, it does not show up in the BS review. We need this backup to show. up.

If you pin a column to the left or right, and then leave the page and come back, it all resets. I want the columns to stay pinned so that i can see everything correctly without constantly reformatting.

When I look at each line with a schedule, we need to have a "Description Field". When the clients look at the schedules, they want to see details. I have some clients with 4-5 different insurance policies. They ownership groups want to see the policy number and details on each line. We need a spot to have that on the schedule that gets exported.