Feature Ideas

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  1. Color the field that requires clients feedback

    Hi guys, It seems that lots of my clients don't actually READ the question I pose, and always think that I am asking for support docs. Would it be possible at all, that when I ask them to update the Customer, or the Class etc, that a coloured box appears around the dropdown for the information I am requesting? Something like this: This would also be really great when there are transactions where I need a lot of info - frequently I need the account, the customer, the class, and the support documentation. If each of these could be highlighted in a different colour, at least they would see all of the spots that I need them to fill in the blanks! Is anything like this possible?

    Alison
    #Improvement 👍

    1

  2. Be able to notify the client when financials are ready to be viewed in the portal

    It would be great to be able to send financials to the client directly from the portal. After we use the portal to clean up the books and finalize them, there is often the additional step of pulling and formatting financials on our own. If there was a way to eliminate that step and send a link to the client where they can review and download their monthly financials (PnL, PnL by Class, Balance Sheet, etc.) in a click of a button, that would be helpful!

    Colie
    #Improvement 👍#New Feature

    1

  3. For notes on close review points, would be nice to show initials of the person who makes the comments; perhaps even the date

    Katryna
    #Improvement 👍

    0

  4. In the close list automatically mark as reviewed the items with 0 transactions showing up

    Katryna

    0

  5. Be able to get 1099 Report

    Would love to have a report that tells me all the vendors eligible for 1099, transactions, where w9 is missing etc.

    Hardik
    #New Feature

    3

  6. Customizable Client Dashboard

    Add a section on the client Dashboard where you can store additional information about the client for easy access i.e. contact information, business number, due dates, links, notes, etc. that you need to refer to regularly while working on the client.

    Amy
    #Improvement 👍#New Feature

    1

  7. Drag/Drop Files in Client Portal

    Ability to drag/drop files in the Client Portal so the clients don't have to upload as an attachment.

    Michael
    #Improvement 👍

    1

  8. Multiple P&L Views

    I'd like to be able to run multiple versions of the P&L and save those views with my review notes. This would eliminate the need to export reports from QBO and make notes on the PDF or Excel version. For example... View #1: P&L by Month View #2: P&L by Class View #3: P&L YTD vs PYTD

    Emily
    #New Feature

    2

  9. The ability to filter to dos by Client Properties

    I have all the staff in a meeting. They are screaming for that feature.

    Patrick G
    #Improvement 👍

    2

  10. Custom Quarterly Close Rhythm

    I have clients that are quarterly but not on the traditional quarters. An option to choose the quarter months for close recurrence would be great!

    Sara

    1

  11. Be able to select multiple search filter options

    I would love to be able to click both "Assigned to me" and "This week" for example

    Larissa
    #Improvement 👍

    1

  12. Can I adjust the report to show oldest to newest months?

    Right now, it shows newest months first in the table then older months towards the right.

    Katryna

    0

  13. Save a date range in the Review Points section

    For example Jan 1 2023 to Jun 30 2024. I am usually checking transactions over a date range such as that one and I have to keep resetting the date range when I go back to a Custom Review Point. Thank you.

    Katryna

    1

  14. Ask a question in A/P or A/R detailed line items

    AP and AR Aging are always areas we question so having the ability to send question on individual bills or invoices would be very helpful.

    Katryna

    0

  15. Be able to start close from clients list

    Am I able to start a close from the client list page? Without having to click into the client and start it (which takes a while when having to do it for multiple clients).

    Jamie
    #New Feature

    0