Roadmap

Under consideration(17)

  1. 2

    Apply payments

    #Improvement 👍#New Feature
  2. 2

    Email alerts

  3. 5

    Duplicate Entries - Multiple transaction sign off

  4. 6

    Tags & Note Fields in remaining reports

  5. 4

    Suppress zero rows on P&L and Balance Sheet

  6. 2

    Chosen fields & column order remain for when clicking on items in Review Expenses

  7. 2

    More Fields to Duplicate Entries Report

  8. 2

    Saved searches: After the review period and Date Macros

  9. 2

    Option to modify AR Aging & AP Aging report to sort by date

  10. 3

    Adding bulk notes feature

Planned(7)

  1. 1

    Reorder Reports

    #Improvement 👍
  2. 2

    @Mention Team Members

    #New Feature
  3. 1

    Collapse and Expand PL/BS. Include or Exclude $0 Accounts

    #Improvement 👍
  4. 5

    Be able to get 1099 Report

    #New Feature
  5. 1

    Audit Trail Report

    #New Feature
  6. 1

    Excel Export for Transactions Count Summary Report

    #Improvement 👍
  7. 3

    Attach support document/URL/Screenshot at GL Level in P&L and Balance Sheet.

    #Improvement 👍

In Development(1)

  1. 1

    Transactions Edit (Invoices, Deposits etc)

    #Improvement 👍

Not Possible(1)

  1. 1

    QBO bulk Tag Edit

    #Improvement 👍#New Feature

Shipped(6)

  1. 2

    Introducing Xap Mode

    #New Feature
  2. 1

    Batch Select

  3. 1

    Referral Program

  4. 2

    Batch Delete Transactions

  5. 4

    Sign-off functionality in Accounts Balance Checks report

  6. 11

    Introducing Client Portal