Feature Requests

Right now, you are limited to picking one or the other.

The report editor could be improved quite a bit, the cover page doesn't look like something I would want to present to a client, so I must create my financials in Xero and then upload them into the client portal. It would be nice if there was more customization available for the financial reports and also a way to alphabetize the report by account name instead of defaulting to the account number. The report is unusable for me as it is right now. I would love to see an upgrade to this.

It would be helpful to have the ability to bulk add unanswered client questions as footnotes directly to reports. Currently there is no way to quickly convert outstanding questions into report footnotes in bulk, which creates extra manual work when preparing management reports where unanswered items need to be documented and disclosed to the client.

Right now, Firm Analytics can show close status, but it doesn’t include the close reason. Close status reasons are used to track why a close is delayed (for example when a status like “Stuck” is selected). It would be helpful if close reason could also be included in Firm Analytics so teams can analyze not just what status a close is in, but why delays are happening across clients and the firm.

Would love to be able to set budgets in Double. The ability to see detail is so much easier in double.

Add support for daily, weekly, etc. reporting options.

Would like to have this third report available for my Xero clients. Currently not available.

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 one report to pull a list of all Fixed Assets.

Collapse certain accounts on the financial statements rather than all accounts.