Feature Requests

Currently when the reports are rounding to a whole number it rounds down no matter what. I've had 97 cents and it rounds down. It needs to round up from 50 cents and upward.

It would be helpful if I could see the "total tool side" from Jan-Dec by month.

I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.

Include Journal Entries in the Vendor totals for the Prepare 1099s report.

Please add the ability to view change month to month on the balance sheet. For example, I need to be able to see how much an account has changed to make certain adjustments (fixed assets, shareholder distributions, etc). Double also does not allow me to click into the detail and get a subtotal on the balance sheet detail. I always have to go into QBO to find this information which is time consuming

Please allow the option to change font size of report titles, as it looks unprofessional when the title bleeds onto a second line when it should just be slightly smaller instead.

A modified version of the Prepare 1099s report to support Worker's Compensation audits. Including the ability to modify the start and end dates for the report period.

we would want to review are transactions that are actually unreconciled in checking and credit card accounts

A new report for a list of all outstanding checks - to ask clients for each of these and whether they should be written off, resent, etc..

Why does this report not have Export to CSV like the reports in transaction review?