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Feature Requests
3490
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Under Review
2
Support currency column when importing transactions from a CSV
Feature Requests
76
Option to Auto Add Client Comments
Feature Requests
78
Disable 'uploaded # file' notification emails
Feature Requests
184
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
37
bulk delete receipt files
Feature Requests
60
Show a Count on the Client List View
Feature Requests
230
Move closing tasks to custom task sections and vice versa
Feature Requests
21
Show creator of firm wide custom views
Feature Requests
191
Change time periods for Metrics
Feature Requests
69
Edit file review report names under default close sections
Feature Requests
65
Edit section names on templates
Feature Requests
56
Internal client names on the Client List vs client names on Management Reports
Feature Requests
96
Additional Zapier Actions/Fields
Feature Requests
128
Color Coded User Settings Bubble
Feature Requests
119
Allow admin to end timers of other users
Feature Requests
73
Bulk add assignees and due dates in Templates
Feature Requests
47
Customize/remove columns in Task List / Inbox
Feature Requests
52
Filters for client portal: Date of Transaction
Feature Requests
92
Custom P&L Variance Thresholds
Feature Requests
11
Pull amounts for line items on saved search reports
Feature Requests
67
Vendor Balance Reconciliations
Feature Requests
36
Make it easier to set up merged client portal contacts
Feature Requests
37
MGMT report frequency options
Feature Requests
Planned
70
Show client name on client questions screen
Feature Requests
61
Scheduled email improvements
Feature Requests
78
Move tasks from Close Template to Task Template
Feature Requests
121
"Start Timer" Button V2
Feature Requests
386
Demo Account!
Feature Requests
308
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
141
Ready for Review status on tasks
Feature Requests
63
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
329
Custom Automated Email Reminders
Feature Requests
In Progress
46
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
143
Customize the Statement of Cash Flow Info details
Feature Requests
100
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
123
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
38
Kanban sticky and searchable bar
Feature Requests
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