Roadmap
Planned(19)
- 1
Ability to designate vendor as not 1099 Applicable?
#Improvement 👍 - 1
Be able to select multiple search filter options
#Improvement 👍 - 2
Be able to start close from clients list
#New Feature - 2
Multiple P&L Views
#New Feature - 7
Be able to notify the client when financials are ready to be viewed in the portal
#Improvement 👍#New Feature - 3
Email Integration for Task Management
#Improvement 👍#New Feature - 2
Bulk Close Status Update/Start Close
#New Feature - 4
Drag/Drop Files in Client Portal
#Improvement 👍 - 5
AR/AP Report Linked to QBO
#Improvement 👍#New Feature - 2
Show an indicator that client questions have been answered or asked
#Improvement 👍
Under consideration(91)
- 1
1099 Module - add expenses coded to BS accounts and have a month end report to show new vendors and 1099 fields
#Improvement 👍#New Feature - 1
Time Estimates
#New Feature - 4
Archive Clients
#Improvement 👍 - 1
Create audit log to track client response on transactional questions
- 1
Apply the theme to menu bar in dark mode
- 2
Audit Log
#New Feature - 3
ability to remove the location tag or reclass location tag to blank/not specified
#Improvement 👍 - 1
Adding questions to client from Undeposited funds
#Improvement 👍 - 1
Ask client questions on Deposits.
#Improvement 👍 - 1
New Names to Reconciliation Feature
Shipped(101)
- 1
Batch sign off review points
#Improvement 👍 - 1
Can you make available Customer and Vendor (instead of just Name)?
- 1
recognize the vendor name in journal entries on reports
#Improvement 👍#Bug 🐛 - 1
Sync Client Responses to Accounting Software
#Improvement 👍 - 1
Admin user should be able to update time for others
#Improvement 👍 - 1
Time log filter
#Improvement 👍 - 1
Close filter to remove review points
#Improvement 👍 - 1
Is it possible to have the time load up as a total on the top folder for the task
#New Feature - 2
Reports help
#Improvement 👍#Bug 🐛 - 3
Attachments to Recurring To Do
#New Feature