Feedback

Instead of choosing which accounts, vendors, etc. to exclude in the Month End Close reports, let users choose to INCLUDE as this list is sometimes much shorter

It seems like you're only able to add W9 information for a vendor after uploading a file. If we don't have an electronic version, it'd be nice to be able to enter the information and mark the vendor Ready to File without having to add an upload.

Create a report in FC as part of the Month End Close feature to see which vendors are missing a W9. Then, let users easily send a W9 request to those vendors

There needs to be the option to hide transactions from sharing, in the new month-end close. The old recategorization option had it, now it is gone. Please add this back

Build out more features that streamline the month end closing process.