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Feature Requests
3206
Roadmap
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Under Review
62
Option to Auto Add Client Comments
Feature Requests
132
Create Task from 'Questions from client'
Feature Requests
72
Disable 'uploaded # file' notification emails
Feature Requests
167
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
35
bulk delete receipt files
Feature Requests
57
Show a Count on the Client List View
Feature Requests
221
Move closing tasks to custom task sections and vice versa
Feature Requests
20
Show creator of firm wide custom views
Feature Requests
176
Change time periods for Metrics
Feature Requests
69
Edit file review report names under default close sections
Feature Requests
62
Edit section names on templates
Feature Requests
52
Internal client names on the Client List vs client names on Management Reports
Feature Requests
90
Additional Zapier Actions/Fields
Feature Requests
121
Color Coded User Settings Bubble
Feature Requests
107
Allow admin to end timers of other users
Feature Requests
66
Bulk add assignees and due dates in Templates
Feature Requests
44
Customize/remove columns in Task List / Inbox
Feature Requests
51
Filters for client portal: Date of Transaction
Feature Requests
86
Custom P&L Variance Thresholds
Feature Requests
11
Pull amounts for line items on saved search reports
Feature Requests
64
Vendor Balance Reconciliations
Feature Requests
35
Make it easier to set up merged client portal contacts
Feature Requests
37
MGMT report frequency options
Feature Requests
Planned
57
Scheduled email improvements
Feature Requests
192
P&L Filtered by Class or Location
Feature Requests
76
Move tasks from Close Template to Task Template
Feature Requests
119
"Start Timer" Button V2
Feature Requests
369
Demo Account!
Feature Requests
331
Double Certification Program
Feature Requests
298
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
34
Save Kanban view as the default option on the client list
Feature Requests
134
Ready for Review status on tasks
Feature Requests
57
Type size on Reports
Feature Requests
39
Remove tabs and add sections
Feature Requests
82
Remove an attachment added in error in the client portal
Feature Requests
118
Support splitting in deposits
Feature Requests
46
Transaction Review task
Feature Requests
73
Notifications to firm
Feature Requests
323
Custom Automated Email Reminders
Feature Requests
In Progress
22
Updated Tax1099 import template
Feature Requests
40
Ability to send Questions (Transaction Questions & Non Transactions Questions) to multiple assignees at once.
Feature Requests
43
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
138
Customize the Statement of Cash Flow Info details
Feature Requests
93
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
114
Ability to open links in new tab
Feature Requests
30
Zapier: Add possible values to Get Property Columns output
Feature Requests
91
Task Description Update
Feature Requests
37
Kanban sticky and searchable bar
Feature Requests
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