Feature Requests

If I could see that there were 0 transactions for review in reports in the header or 0 unreconciled trx under reconciliations, it would greatly speed up closing since I wouldn't have to click in and manually open each report/reconciliation and could review SO much quicker.

Include Journal Entries in the Vendor totals for the Prepare 1099s report.

Would be great to have the feature of balance sheet reconciliation included in a close task, a reconciliation where an audit report with supporting documents could be saved as part of month end

compare last/prior years vs this year. Set budget and compare to actuals. would pay an additional fee for this if we had to.

A complete list of "prepare 1099s" for all clients.

I would love to be able to choose a year as the search dates. The past year function doesn't work for clients that have bookkeeping done once per year.

Drag and drop files to new folders

I'd like a report to catch duplicate transactions. So if the same transaction happens the same day for the same amount and the same vendor, mark it for review.

It would be helpful if I could see the "total tool side" from Jan-Dec by month.