Feedback

I want to be able to change the automatic message "What is this transaction for?" under Question to Client. Most times we are wanting clients to attach receipts or bills, we generally already know what the transaction is for.

Add a category/type column to the Newly Added Vendors view to support 1099 and vendor review workflows — so reviewers can see each vendor's category/type inline without opening each record.

Create the Quality Control reports section as part of the Month End Close feature!

The ability to be able to resize the columns and/or filter view for columns so you don't have to keep scrolling back and forth sideways.

Create a report that shows potentially duplicate vendors so that I can easily move transactions over to the correct vendor and then archive the duplicate.

Auto-map vendor and transaction categories to the QuickBooks chart of accounts, so categorization flows through to QB without manual mapping.

Right now, we have to go back and forth between quickbooks and FC in order to add a project name or class to the uncategorized items. This is not efficient.

Some of my clients have many employees - each with their own company credit card. It would be nice to be able to assign the correct transactions to the correct contact.

Currently, MEC supports including and excluding based on category, but it would be more efficient to exclude/include by the account TYPE

It would be great to have the ability for clients to filter by account within the client portal when looking at transactions being shared from MEC.