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In Development
(2)
1
Add Template or Items from Templates to Multiple Clients
#New Feature
1
Add and Delete templates from all clients at once and ability to select specific clients.
#Improvement π
Planned
(13)
1
Show an indicator that client questions have been answered or asked
#Improvement π
1
Resending Responded Questions
#Improvement π
#New Feature
2
More detailed Notification Preferences for Client Quetions
#Improvement π
5
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
12
Customizable Client Dashboard
#Improvement π
#New Feature
8
Automatically sign off in Close mode
Under consideration
(63)
1
Save recurring client questions in as draft
#Improvement π
6
Advance creation to 'On Schedule' recurring To-Do
6
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
2
Tie To-Do's to Close Periods
#Improvement π
2
"Check All" feature on To-Do's and Close Points
#Improvement π
2
Customize Close Mode Tabs
#Improvement π
5
Improvements to client portal appearance
#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
(70)
1
Refreshing the database
#Bug π
1
Database management - speed of refresh
#Bug π
1
Group or Tag Clients
#Improvement π
3
Add Recurrence options and Due Dates to To-Do templates
#Improvement π
1
Customize Dashboard
#Improvement π
2
Delayed send option for client notifications
#Improvement π
1
Better visibility of draft questions
#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
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