Double
Roadmap
Feature Requests
Changelog

Roadmap

Under Review

Support currency column when importing transactions from a CSV
Feature Requests
Option to Auto Add Client Comments
Feature Requests
Disable 'uploaded # file' notification emails
Feature Requests
Support Journal Entries in the Prepare 1099s report.
Feature Requests
Better support for multiple currencies
Feature Requests
Add tax codes to rules
Feature Requests
Show a Count on the Client List View
Feature Requests
Move closing tasks to custom task sections and vice versa
Feature Requests
Show creator of firm wide custom views
Feature Requests
Change time periods for Metrics
Feature Requests
Edit file review report names under default close sections
Feature Requests
Edit section names on templates
Feature Requests
Internal client names on the Client List vs client names on Management Reports
Feature Requests
Additional Zapier Actions/Fields
Feature Requests
Customize user icon colors
Feature Requests
Allow admin to end timers of other users
Feature Requests
Bulk add assignees and due dates in Templates
Feature Requests
Customize/remove columns in Task List / Inbox
Feature Requests
Filters for client portal: Date of Transaction
Feature Requests
Custom P&L Variance Thresholds
Feature Requests
Pull amounts for line items on saved search reports
Feature Requests
Vendor Balance Reconciliations
Feature Requests
Make it easier to set up merged client portal contacts
Feature Requests
MGMT report frequency options
Feature Requests
Add a custom column to Account Reconciliation tasks
Feature Requests

Planned

Scheduled email improvements
Feature Requests
"Start Timer" Button V2
Feature Requests
Demo Account!
Feature Requests
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
Save Kanban view as the default option on the client list
Feature Requests
Ready for Review status on tasks
Feature Requests
Type size on Reports
Feature Requests
Remove tabs and add sections
Feature Requests
Allow contact to delete an upload added in error
Feature Requests
Support splitting in deposits
Feature Requests
Notifications to firm
Feature Requests
Custom Automated Email Reminders
Feature Requests

In Progress

Dark Mode
Feature Requests
Customize the Statement of Cash Flow Info details
Feature Requests
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
Zapier: Add possible values to Get Property Columns output
Feature Requests
Kanban sticky and searchable bar
Feature Requests
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