Feature Requests

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.

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

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

As we open up lists, it would be nice if we could have it retain a user set default view. I.e. With some bank accounts, i want it to by default exclude transactions in the Reconciled Status. Or with 1099s, I would love to be able to always open up that list showing: 1099 Needed = Yes,Uknown W9 on File = No Meets Threshold Exclude CC Spend

Transactions without payment method and the ability to mass update the payment method on transactions. This will help with 1099 reporting as well.

In 1099 mode, when we expand a vendor to see the transactions, it would be helpful to see to images associated with the transaction

Currently, the latest month is the month close you are doing. I want to be able to have the end date be this month. My client does all their billing on the 1st of the month, so we often review variances before they email it out, so this would be helpful to be able to analyze it.

On the Account Recons, I know you're probably limited by what you can pull from QBO. But it would be nice to be able to see if an account is fully rec'd from the main view. Would it be possible to add a column to the Account Rec Area that showed the Amount of Transactions that are in the "Unreconciled" status that have a date earlier than the "Last Rec'd Txn Date" Ideally, this should always be zero, so if it isn't, we know there's an Unrec'd Txn that we need to look at.

I'd like to remove the "Customer/Project" field (i.e. to record that field as empty/blank) for some expenses that don't need a project assigned, but I've already assign one accidentally (or perhaps it sometimes appears by default). ie) assign it as "Blank" or "No Project" (or rather, toggle it to that, if I had previously assigned a project)

I'd like to search a certain date range for an amount larger than xxxx using the transactions greater than threshold section