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  1. Reconciliation - Show default account for contact when reconciling

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tayla Willinger commented  · 

    This would be fantastic and have actually received several clients over the past few weeks and CAS teammates that this would benefit.

    Tayla Willinger supported this idea  · 

  2. Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds

    29 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tayla Willinger commented  · 

    We need to be able to assist our clients with connecting or refreshing bank feeds; additionally some of our clients have multiple users working on their accounts and they would like to be able to refresh vs having to find the only user that can refresh bank feeds.