Feature Requests

I have clients that require special reporting and it would be nice if I could add a pdf report to the published monthly reports instead of sending them all over everywhere to find what they asked for.

I would like to have it more in stages. Like "Research" "Awaiting Info" "Not Required" "Ready to File" and "Filed" Rather than a couple buttons to click. It would make it easier for me to know where each one is at. Right now it's "Incomplete" "completed" and "All" so just would like to be able to break it down further. It would speed up my time (make this more disability accessible). Thanks!

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

Metric to show the aggregate health of a client's books.

One report to show all uncleared and unreconciled transactions in a client's file.

Be able to merge vendors in the Duplicate Vendor section. Right now you have option to inactivate.

I would like to select custom date ranges for the transaction review tasks. For example, on the expenses without attachments review, I want to look at only September and October (it's currently November), but there is no way to isolate September.

Support line item editing in deposit-type transactions.

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