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In Development
(3)
1
Client User be able to add new vendors/customer while responding to transaction questions
#Improvement 👍
2
Change color of comment bubble in to-do module
#Improvement 👍
3
Time Estimate and Tracking for the tasks
#New Feature
Planned
(18)
2
Percentage of sales check in Clean up mode
2
Intercompany Balance Checks
#Improvement 👍
#New Feature
2
Create Tie Out WorkBook
#New Feature
3
Report Packages
3
Customizable Client Dashboard
#Improvement 👍
#New Feature
2
cursor pop up
3
2FA
7
Automatically sign off in Close mode
3
Add the statement of cash flows report
#Improvement 👍
9
Receipt Management
#Improvement 👍
#New Feature
Under consideration
(39)
1
Assign multiple people to a To Do
#Improvement 👍
1
Stale Balance sheet accounts
1
Due dates at the template level
#Improvement 👍
#New Feature
2
Full Prior Year available for cleanup mode
#Improvement 👍
1
Apply Tags to Multiple Transactions
#Improvement 👍
2
Automate uncategorized transaction notifications to client
#New Feature
1
Add more than one snippet to Ask Question
#Improvement 👍
3
Client portal improvements
#Improvement 👍
#New Feature
3
Review Expenses Amount Inconsistencies
#Improvement 👍
3
Uncategorized Entries
Not Possible
(2)
1
Reconciliation Status for Credit Cards is misleading
#Improvement 👍
1
QuickBooks Online bulk Tag Edit
#Improvement 👍
#New Feature
Shipped
(39)
2
Able to view PDF, Excel, Images without needing to download
#Improvement 👍
#Bug 🐛
4
Clean-up mode default period
#Improvement 👍
2
Option to choose statement ending date for credit card reconciliations
#Improvement 👍
#New Feature
2
Office Expenses over $1000
1
Add client questions to transactions outside uncategorized
1
Comment in Cleanup Mode to staff
#Improvement 👍
1
Client Name
1
Review Notes
#Improvement 👍
1
Due This Month in To Do
#Bug 🐛
4
Option to duplicate a template
#Improvement 👍
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