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In Development
(4)
1
Add Recurrence options and Due Dates to To-Do templates
#Improvement π
1
Add and Delete templates from all clients at once and ability to select specific clients.
#Improvement π
1
Customize Dashboard
#Improvement π
1
Better visibility of draft questions
#Improvement π
Planned
(12)
1
Resending Responded Questions
#Improvement π
#New Feature
1
More detailed Notification Preferences for Client Quetions
#Improvement π
4
SMS Option
#Improvement π
2
Percentage of sales check in Clean up mode
3
Intercompany Balance Checks
#Improvement π
#New Feature
4
Create Tie Out WorkBook
#New Feature
7
Report Packages
10
Customizable Client Dashboard
#Improvement π
#New Feature
8
Automatically sign off in Close mode
3
Add the statement of cash flows report
#Improvement π
Under consideration
(62)
4
Advance creation to 'On Schedule' recurring To-Do
2
Calendar View for To-Do Items
#Improvement π
#New Feature
2
More than one "final" status for To-Do's
#Improvement π
2
Close Status Notification Preferences
#Improvement π
1
Change default screen when loading Client
#Improvement π
1
Tie To-Do's to Close Periods
#Improvement π
1
"Check All" feature on To-Do's and Close Points
#Improvement π
1
Customize Close Mode Tabs
#Improvement π
3
Improvements to client portal appearance
#Improvement π
4
Due date based on business day
#Improvement π
Not Possible/Archived
(5)
1
Add Global Transaction Internal Comment Option
1
Reconciliation Status for Credit Cards is misleading
#Improvement π
13
Receipt Management
#Improvement π
#New Feature
1
Show account number on the "suggested" account in XAP mode
#Improvement π
1
QuickBooks Online bulk Tag Edit
#Improvement π
#New Feature
Shipped
(64)
2
Delayed send option for client notifications
#Improvement π
1
Multiple assignees on Comments
#Improvement π
#New Feature
2
Rearrange To-Do in QBO Extension after Dashboard
#Improvement π
1
Add internal comment feature to individual client dashboard
4
Ability to require MFA for users by role. Ability to require MFA for clients by entire practice or client.
#Improvement π
1
Missing Receipts
#New Feature
4
Simplify Client Questions List
#Improvement π
1
To Do page - comments/To Do
#Improvement π
1
Alphabetize Client List
#Improvement π
1
Include Non Posting Transactions in Transaction Count Report
#Improvement π
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