Feature Requests

We utilize Track1099 for processing. The csv that is uploaded from Double to Track1099 does not accept spelled out states. It would be fantastic if there was a dropdown field for State in the Double W9 data entry to avoid having someone spell out the state rather than use an abbreviation. And this would ensure that the correct abbreviation for all states is used and does not have to be looked up outside of the system.

Can an inconsistency flag be removed for consistent split classes that are listed in a different order? The same 3 split classes are used for a monthly transaction from the same vendor. On one month, the classes were listed in a different order, and since then it's flagged as an inconsistency (even though the same 3 classes are listed). Transaction example: KRP, LSL, DLM classes used 75% of the time DLM, KRP, LSL classes used 25% of the time

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

I have a client who has a vendor that they have paid $800, but it really was $400 in 2025 and $400 in 2026. So it's currently showing that I need to send them a 1099, but I really don't. I would like to have a filter so I can tell double which year to show. That would also let me know for sure that the total dollar amounts were only for that certain year. I really only want to see 2025 amounts right now since that's what I'm working on.

Freeze the top row of each Transaction Review report when reviewing a large list of transactions so, for example, you can see Vendor | Description | Type | Account | etc when scrolling down a large list of transactions.

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.

After you add a report under transaction review, payee/entity review, etc be able to edit the title and make notes.

Please open up more of the reports from QBO and allow us to customize them

Example: 10% and $0 (instead of the default 20% and $100) https://help.keeper.app/en/articles/6380937-file-reviews-closing-task-reports-faqs#h_6425c974e3