Roadmap

Under consideration(18)

  1. 1

    Reports by Location

    #Improvement 👍
  2. 4

    Apply payments

    #Improvement 👍#New Feature
  3. 3

    Email alerts

  4. 10

    Duplicate Entries - Multiple transaction sign off

  5. 7

    Tags & Note Fields in remaining reports

  6. 9

    Suppress zero rows on P&L and Balance Sheet

  7. 2

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

  8. 3

    More Fields to Duplicate Entries Report

  9. 3

    Saved searches: After the review period and Date Macros

  10. 5

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

Planned(16)

  1. 1

    Automatically sign off in Close mode

  2. 2

    Change color of comment bubble in to-do module

    #Improvement 👍
  3. 1

    Close mode assigning responsible party

    #Improvement 👍
  4. 1

    On the P&L tab on Close mode have the ability to double click the expense line to see vendor that makes up the transactions.

  5. 1

    Add the statement of cash flows report

    #Improvement 👍
  6. 6

    Receipt Management

    #Improvement 👍#New Feature
  7. 3

    Track 1099 vendors and request missing W9s from the portal

    #New Feature
  8. 1

    Show account number on the "suggested" account in XAP mode

    #Improvement 👍
  9. 3

    Add "view in QuickBooks" icon to Client Questions dashboard

    #Improvement 👍
  10. 5

    To be able to set recurring questions for the client

    #New Feature

In Development(4)

  1. 1

    Ability to manipulate task order

    #Improvement 👍#New Feature
  2. 2

    Time Estimate and Tracking for the tasks

    #New Feature
  3. 1

    Notifications Center

    #New Feature
  4. 2

    Xero Transactions Edit

Not Possible(1)

  1. 1

    QuickBooks Online bulk Tag Edit

    #Improvement 👍#New Feature

Shipped(20)

  1. 1

    Due This Month in To Do

    #Bug 🐛
  2. 1

    Close Mode zero balances

    #Improvement 👍#Bug 🐛
  3. 1

    See what you have already sent to the client

    #Improvement 👍#New Feature#Misc 🤷
  4. 1

    Allow review notes to be copied and pasted

  5. 2

    Restructuring Speed mode

    #Improvement 👍
  6. 5

    To-Do Module

    #New Feature
  7. 9

    Client Portal - Client users to be able to ask questions

    #New Feature
  8. 1

    Notifications Preferences

    #New Feature
  9. 7

    Close Module

    #New Feature
  10. 3

    Client Portal - White Labeling

    #New Feature