Roadmap
Planned(12)
- 1
Ability to pin comments for TASKS similar to pinning for REPORTS
#Tasks/Close - 1
Subtask Status Tied to Parent Task Status
#Tasks/Close - 1
Have close mode open to earliest month since finalized month
- 1
Single Sign On
- 1
Vendor Email ID
- 1
Be able to select multiple search filter options
- 9
Email Integration for Task Management
- 8
AR/AP Report Linked to QBO
- 12
Intercompany Balance Checks
- 14
Create Tie Out WorkBook
Under consideration(147)
- 1
White Labeling- Client Portal inhancement
- 1
Additional Financial Report Customization
- 1
On the Statement of Cashflow have the line by line explanations
#Misc 🤷#Review Points - 1
Customize Client Overview in Portal
#Questions/Client Portal - 1
More detailed notifications
#Notifications - 4
Finalize close periods in bulk
- 2
Transactions Records more than 18 months
- 2
Add rows in financial package
- 2
personal to-do's
#Tasks/Close - 2
%Change on Report
Possibly in future(2)
Shipped(144)
- 1
have a review point for items that do not have an attachment
#Tasks/Close#Review Points - 1
Ability to create a task to download statements for all bank and credit card accounts.
#Tasks/Close#Misc 🤷 - 1
Show Completed
- 1
Add back ability to sign off on review points and link review points to tasks for automatic status update
#Tasks/Close#Review Points - 2
Select Custom Date Range for time logs
#Tasks/Close - 3
P&L by Month
#Misc 🤷 - 1
Time log report
#Misc 🤷#port - 1
Allowing Mass Reclassifications for > 18 Months
- 1
Setting to be able to save how you want to view your To-Dos
#Tasks/Close - 1
See All Recurring ToDo that assigned to me
#Tasks/Close