Feedback

Extend the function of the AI File Rename tool to FIRM uploaded files as well so that all files uploaded into my account can follow the same naming convention.

If a task is due on a certain date (i.e. the 25th) of every month, it would be great to be able to move the due date up to the Friday before if the due date falls on a weekend.

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.

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