Roadmap

Under consideration(17)

  1. 2

    Apply payments

    #Improvement 👍#New Feature
  2. 2

    Email alerts

  3. 10

    Duplicate Entries - Multiple transaction sign off

  4. 6

    Tags & Note Fields in remaining reports

  5. 7

    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. 4

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

  10. 3

    Adding bulk notes feature

Planned(10)

  1. 3

    To be able to set recurring questions for the client

    #New Feature
  2. 1

    Details of the Notifications sent to the client user

    #Improvement 👍
  3. 7

    Client Portal - Client users to be able to ask questions

    #New Feature
  4. 1

    Client Portal - Send voice message

    #New Feature
  5. 2

    Reorder Reports

    #Improvement 👍
  6. 1

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

    #Improvement 👍
  7. 15

    Be able to get 1099 Report

    #New Feature
  8. 5

    Audit Trail Report

    #New Feature
  9. 3

    Excel Export for Transactions Count Summary Report

    #Improvement 👍
  10. 7

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

    #Improvement 👍

In Development(4)

  1. 2

    Restructuring Speed mode

    #Improvement 👍
  2. 5

    To-Do Module

    #New Feature
  3. 6

    Close Module

    #New Feature
  4. 5

    Team Collaboration

Not Possible(1)

  1. 1

    QBO bulk Tag Edit

    #Improvement 👍#New Feature

Shipped(9)

  1. 1

    Notifications Preferences

    #New Feature
  2. 3

    Client Portal - White Labeling

    #New Feature
  3. 2

    Introducing Xap Mode

    #New Feature
  4. 1

    Batch Select

  5. 1

    Referral Program

  6. 2

    Batch Delete Transactions

  7. 4

    Sign-off functionality in Accounts Balance Checks report

  8. 2

    Transactions Edit (Invoices, Deposits etc)

    #Improvement 👍
  9. 11

    Introducing Client Portal