Feature Requests

One report to show all uncleared and unreconciled transactions in a client's file.

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

A new report for a list of all outstanding checks - to ask clients for each of these and whether they should be written off, resent, etc..

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

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.

I would like to have it more in stages. Like "Research" "Awaiting Info" "Not Required" "Ready to File" and "Filed" Rather than a couple buttons to click. It would make it easier for me to know where each one is at. Right now it's "Incomplete" "completed" and "All" so just would like to be able to break it down further. It would speed up my time (make this more disability accessible). Thanks!

Be able to merge vendors in the Duplicate Vendor section. Right now you have option to inactivate.

I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.

Support line item editing in deposit-type transactions.

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.