Feature Requests

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.

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?

We have been excluding Credit Card payments as needing a 1099 for a long time. PayPal payments are now excluded. I know this is new so the Paypal payments need to be excluded. Maybe I am in the wrong months to see this change in place.

Sometimes vendors will have Txs that need to be excluded from the 1099 that came through the bank feed (i.e. paid through venmo or some other means that shouldn't be included). Is it possible to add an exclude capability when you drill down to the transactions under a vendor in the 1099 area).