Feature Requests

It would be very helpful if we could see "Yes/No" for if the vendor consented to 1099 e-filing when submitting their W9. Right now, you have to go back through the Vendor Requests screen to find & compare. It would be great if there was an added column within the Prepare 1099 report where that was reflected.

It would be helpful to have a profit and loss by class under the final review task list

Use case: Multiple clients you are ready to start the next month close for so it shows in the client list. Instead of going through multiple clicks 10+ times per client, you would click a few times to update multiple clients. Expected default status: Not Started

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

Add class and location filters to the balance sheet

I would like to be able to change the Payee, Split & Status at the same time rather than having to select the item 3 different times to make the 3 changes.

https://www.loom.com/share/177dbe1554b1447daee9a1bfd665a162 In reviewing the P&L/BS, it would help if the headers and primary columns stayed visible. See Loom for details

Would be great if we could have a filter to filter by class on the P&L by month report in the Review section so that when we are reviewing we can look at monthly P&L by specific class/department.

When you save a custom view on the client list, also be able to save the sorted column

The reconciliation dates do not match QBO. I have noticed this throughout several of my clients. I have hit the re-run report and see if the date would update but it still is incorrect. How do I correct this?