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Develop an easy way to ensure that a trial balance report can be paired to sync to the same settings as the general ledger report so that beginning and ending balances agree.
I (and likely others) were not aware of impact that having just one setting different can have on these balances agreeing. That absolutely always should agree,0 Needs review
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Add "Projects" field in Vendor Records view screen
When viewing vendor's records in AP it would be useful to include "Projects" in the column view selection. We have some vendors that we pay for multiple projects. It would be easier to narrow down a specific invoice.0 Needs review
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Adding Project ID to debit of deposit
When adding a deposit through Treasury, having the option to add a Project ID to the debit of the deposit. Currently, you can include a Project ID on the credit side of the deposit/the payment so it would be great for recording purposes to be able...0 Needs review
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Improve VCO Validation Reports by adding filters for activity, project, and class
Right now VCO validation reports only work for big roll-up reports. I have 30+ schedules at any given time each associated with a specific Class I. Adding up my schedule expenses vs. my overall income statement (which I can validate) is off by app...0 Needs review
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Custom Financials
Please add a function that Financial Statements can be customized. Right now it is running alphabetically and should have option to rearrange the lines without sending it to Excel.0 No Status