All ideas

Click on a specific chart of accounts and print/see what transactions make up the balance.

A summary view of income and expenses would be helpful. It would be beneficial to see a condensed report based on categories, instead of all the individual accounts that make up the category total

These values, at present have to be manually totaled

would it be possible to be able to pick when printing reports such as general ledger or bank Rex’s to be able to pick between single or double spaced?

Customer had to disconnect and reconnect his bank to plaid to get around a 2factor error message, and all the entries appeared again to review even though they were entered. It would save users time if each entry in the review transactions screen ...

Customer would like to see a pop-up option or some sort of reminder when invoices issued are now at 30 days overdue or something that you could enable if you wanted to that would trigger you to send a 30 day overdue notice to your customers.

The ability to generate a 2 year balance sheet or income statement with a 3rd column showing the net dollar change between the 2 years

Would be great if the app could simply track hours if the employee is set to hourly or if they're set to Salary that they can check off the days they worked in a pay period. (Make pay period editable by the payroll administrator on set up) Would b...