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Feature Requests
3595
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Under Review
2
Support currency column when importing transactions from a CSV
Feature Requests
87
Option to Auto Add Client Comments
Feature Requests
82
Disable 'uploaded # file' notification emails
Feature Requests
196
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
60
Show a Count on the Client List View
Feature Requests
238
Move closing tasks to custom task sections and vice versa
Feature Requests
22
Show creator of firm wide custom views
Feature Requests
198
Change time periods for Metrics
Feature Requests
69
Edit file review report names under default close sections
Feature Requests
66
Edit section names on templates
Feature Requests
56
Internal client names on the Client List vs client names on Management Reports
Feature Requests
98
Additional Zapier Actions/Fields
Feature Requests
147
Customize user icon colors
Feature Requests
122
Allow admin to end timers of other users
Feature Requests
76
Bulk add assignees and due dates in Templates
Feature Requests
47
Customize/remove columns in Task List / Inbox
Feature Requests
54
Filters for client portal: Date of Transaction
Feature Requests
94
Custom P&L Variance Thresholds
Feature Requests
11
Pull amounts for line items on saved search reports
Feature Requests
69
Vendor Balance Reconciliations
Feature Requests
39
Make it easier to set up merged client portal contacts
Feature Requests
39
MGMT report frequency options
Feature Requests
71
Add a custom column to Account Reconciliation tasks
Feature Requests
Planned
66
Scheduled email improvements
Feature Requests
83
Move tasks from Close Template to Task Template
Feature Requests
124
"Start Timer" Button V2
Feature Requests
412
Demo Account!
Feature Requests
316
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
147
Ready for Review status on tasks
Feature Requests
64
Type size on Reports
Feature Requests
40
Remove tabs and add sections
Feature Requests
85
Allow contact to delete an upload added in error
Feature Requests
126
Support splitting in deposits
Feature Requests
74
Notifications to firm
Feature Requests
333
Custom Automated Email Reminders
Feature Requests
In Progress
144
Dark Mode
Feature Requests
48
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
171
Customize the Statement of Cash Flow Info details
Feature Requests
104
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
133
Ability to open links in new tab
Feature Requests
34
Zapier: Add possible values to Get Property Columns output
Feature Requests
40
Kanban sticky and searchable bar
Feature Requests
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