Feature Requests

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

I'd like to see more options for colors for users' icons. At a glance, I confuse my own icon with others' when looking at who is assigned to certain tasks.

If firm owner is cleaning up their account they are unable to confirm who created a view to ask that user to change the view to private or to delete it.

Automatically add new accounts added to QBO to the Account Reconciliation section in Keeper.

It would be helpful to be able to drag a task from let's say custom to pre-closing instead of having to re-type the task again.

Add the same capability as the close page.

A feature to help reconcile month-end vendor balances. Related: this Weekly Question - https://www.facebook.com/groups/4423679007663470/posts/6161117250586295/

Column to compare the QBO bank account balance vs the bank statement info. Or, a column to note the exact date the account was last reconciled for easy reference.

Improvements to the UI of Task Inbox. ie) be able to remove (or hide) certain columns, reorder them, and adjust the column widths so that task names are easier to read.

View all tasks on a calendar view