Feature Requests

Sometimes AI Bills does not get it right and then it has created tons of lines that I need to either manually change each one or delete them all and start over. It is necessary since AI won't always get it right and since it's who existence is to save us time and energy, that we are able to bulk select all lines in a bill and change the category or customer in case AI gets it wrong. I put this under the Accruals category since there was no separate Category for Bill as an AI feature and this is an AI feature issue.

It would be nice to have accrual schedules available for unconnected clients

In Accruals, we need options, besides recognizing prepaids/deferreds on a monthly basis - some items require quarterly or other frequencies. Is this in development?

We need to assign customers/project names to expense transactions, and currently the Import csv only allows Vendor to be used in the Name field

When we reconcile a bank account and attach backup, it shows up in the Balance Sheet Review. However, if we attach backup to an Accrual task, it does not show up in the BS review. We need this backup to show. up.

When I look at each line with a schedule, we need to have a "Description Field". When the clients look at the schedules, they want to see details. I have some clients with 4-5 different insurance policies. They ownership groups want to see the policy number and details on each line. We need a spot to have that on the schedule that gets exported.

If you pin a column to the left or right, and then leave the page and come back, it all resets. I want the columns to stay pinned so that i can see everything correctly without constantly reformatting.

Many times for prepaids or future schedules, clients want to see that the backup document shows today's balance that reconciles, and the future schedule until it goes to zero. Please make this an option in the drop down.