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Under consideration
(17)
2
Apply payments
#Improvement 👍
#New Feature
2
Email alerts
10
Duplicate Entries - Multiple transaction sign off
6
Tags & Note Fields in remaining reports
7
Suppress zero rows on P&L and Balance Sheet
2
Chosen fields & column order remain for when clicking on items in Review Expenses
2
More Fields to Duplicate Entries Report
2
Saved searches: After the review period and Date Macros
4
Option to modify AR Aging & AP Aging report to sort by date
3
Adding bulk notes feature
Planned
(10)
3
To be able to set recurring questions for the client
#New Feature
1
Details of the Notifications sent to the client user
#Improvement 👍
7
Client Portal - Client users to be able to ask questions
#New Feature
1
Client Portal - Send voice message
#New Feature
2
Reorder Reports
#Improvement 👍
1
Collapse and Expand PL/BS. Include or Exclude $0 Accounts
#Improvement 👍
15
Be able to get 1099 Report
#New Feature
5
Audit Trail Report
#New Feature
3
Excel Export for Transactions Count Summary Report
#Improvement 👍
7
Attach support document/URL/Screenshot at GL Level in P&L and Balance Sheet.
#Improvement 👍
In Development
(4)
2
Restructuring Speed mode
#Improvement 👍
5
To-Do Module
#New Feature
6
Close Module
#New Feature
5
Team Collaboration
Not Possible
(1)
1
QBO bulk Tag Edit
#Improvement 👍
#New Feature
Shipped
(9)
1
Notifications Preferences
#New Feature
3
Client Portal - White Labeling
#New Feature
2
Introducing Xap Mode
#New Feature
1
Batch Select
1
Referral Program
2
Batch Delete Transactions
4
Sign-off functionality in Accounts Balance Checks report
2
Transactions Edit (Invoices, Deposits etc)
#Improvement 👍
11
Introducing Client Portal
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