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Feature Requests
3373
Roadmap
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Under Review
2
Support currency column when importing transactions from a CSV
Feature Requests
70
Option to Auto Add Client Comments
Feature Requests
136
Create Task from 'Questions from client'
Feature Requests
77
Disable 'uploaded # file' notification emails
Feature Requests
181
Support Journal Entries in the Prepare 1099s report.
Feature Requests
23
Better support for multiple currencies
Feature Requests
27
Add tax codes to rules
Feature Requests
36
bulk delete receipt files
Feature Requests
58
Show a Count on the Client List View
Feature Requests
227
Move closing tasks to custom task sections and vice versa
Feature Requests
20
Show creator of firm wide custom views
Feature Requests
180
Change time periods for Metrics
Feature Requests
69
Edit file review report names under default close sections
Feature Requests
64
Edit section names on templates
Feature Requests
53
Internal client names on the Client List vs client names on Management Reports
Feature Requests
96
Additional Zapier Actions/Fields
Feature Requests
125
Color Coded User Settings Bubble
Feature Requests
112
Allow admin to end timers of other users
Feature Requests
69
Bulk add assignees and due dates in Templates
Feature Requests
46
Customize/remove columns in Task List / Inbox
Feature Requests
51
Filters for client portal: Date of Transaction
Feature Requests
87
Custom P&L Variance Thresholds
Feature Requests
11
Pull amounts for line items on saved search reports
Feature Requests
65
Vendor Balance Reconciliations
Feature Requests
36
Make it easier to set up merged client portal contacts
Feature Requests
Planned
59
Scheduled email improvements
Feature Requests
205
P&L Filtered by Class or Location
Feature Requests
78
Move tasks from Close Template to Task Template
Feature Requests
120
"Start Timer" Button V2
Feature Requests
380
Demo Account!
Feature Requests
304
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
35
Save Kanban view as the default option on the client list
Feature Requests
139
Ready for Review status on tasks
Feature Requests
61
Type size on Reports
Feature Requests
39
Remove tabs and add sections
Feature Requests
83
Remove an attachment added in error in the client portal
Feature Requests
121
Support splitting in deposits
Feature Requests
46
Transaction Review task
Feature Requests
73
Notifications to firm
Feature Requests
327
Custom Automated Email Reminders
Feature Requests
In Progress
45
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
140
Customize the Statement of Cash Flow Info details
Feature Requests
98
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
120
Ability to open links in new tab
Feature Requests
32
Zapier: Add possible values to Get Property Columns output
Feature Requests
95
Task Description Update
Feature Requests
37
Kanban sticky and searchable bar
Feature Requests
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