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In Development
(2)
2
Different close periods v. review point period
3
Automate uncategorized transaction notifications to client
#New Feature
Planned
(17)
1
Bulk Close Status Update/Start Close
#New Feature
3
Drag/Drop Files in Client Portal
#Improvement 👍
4
AR/AP Report Linked to QBO
#Improvement 👍
#New Feature
1
Show an indicator that client questions have been answered or asked
#Improvement 👍
2
Resending Responded Questions
#Improvement 👍
#New Feature
2
More detailed Notification Preferences for Client Quetions
#Improvement 👍
6
SMS Option
#Improvement 👍
3
Percentage of sales check in Clean up mode
7
Intercompany Balance Checks
#Improvement 👍
#New Feature
7
Create Tie Out WorkBook
#New Feature
Under consideration
(65)
1
The ability to review a file in detail to assist in quoting with Price points per section of the Trial Balance
1
Integration with Sage 50 Desktop
#Improvement 👍
#New Feature
1
GL Consistency Review - By GL
#Improvement 👍
3
Client Request List for Documents/Info.
#Improvement 👍
#New Feature
6
Advance creation to 'On Schedule' recurring To-Do
11
Calendar View for To-Do Items
#Improvement 👍
#New Feature
2
More than one "final" status for To-Do's
#Improvement 👍
2
Close Status Notification Preferences
#Improvement 👍
1
Change default screen when loading Client
#Improvement 👍
2
Tie To-Do's to Close Periods
#Improvement 👍
Not Possible/Archived
(4)
1
Add Global Transaction Internal Comment Option
2
Reconciliation Status for Credit Cards is misleading
#Improvement 👍
1
Show account number on the "suggested" account in XAP mode
#Improvement 👍
1
QuickBooks Online bulk Tag Edit
#Improvement 👍
#New Feature
Shipped
(76)
1
Filter Client List by Custom Field
#Improvement 👍
1
Group Clients in a View
#Improvement 👍
2
Save recurring client questions in as draft
#Improvement 👍
2
Change Close Status from the Dashboard
#Improvement 👍
1
Add Template or Items from Templates to Multiple Clients
#New Feature
1
Refreshing the database
#Bug 🐛
1
Database management - speed of refresh
#Bug 🐛
1
Group or Tag Clients
#Improvement 👍
3
Add Recurrence options and Due Dates to To-Do templates
#Improvement 👍
1
Add and Delete templates from all clients at once and ability to select specific clients.
#Improvement 👍
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