Feature Requests

I would love to be able to add a footnote to bills and invoices on the AR and AP Summaries.

Would like to be able to report on the performance of multiple businesses within one consolidated management report.

The ability to add QBO Custom reports to the Financial Package.

One of our clients requested to have the month and year included in the file name when sending reports. Valid request I'd say! There is a way to rename the report before it gets sent out, but remembering to manually do this every month isn't ideal. It would be great to have the ability to create an auto default title of our choosing where the month and year could be included.

Include AP and AR aging summaries for Xero files, ideally as both part of internal review & management reporting

Customize the text in the 'Info' column

Sometimes we'll need to issue prelims to the client (or even finals) while there are still outstanding questions we have for the client in their portal. It would be great to have an "Outstanding Items" report that detailed all the unresolved items/question. This report would be part of the management report packet, and therefore would serve as all the Caveats of things that may still be subject to change in that financial packet.

would love to have the ability to add the general ledger report to the financial package (even though I realize its not really needed since you can drill down in reports, but some clients still want to see it

Add notes and explanations to the metrics graphs in Management Reports

Add additional custom column so that i can show month, ytd and % of income of both columns.