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In Development
(4)
2
Do not import archived/deleted accounts in the chart of accounts
2
Keep "Expand subtask" toggle off
#Improvement 👍
3
Time Estimate and Tracking for the tasks
#New Feature
6
Add "view in QuickBooks" icon to Client Questions dashboard
#Improvement 👍
Planned
(15)
1
Simplify Client Questions List
#Improvement 👍
1
Apply and Resolve when Bulk Editing
#Improvement 👍
2
Percentage of sales check in Clean up mode
3
Intercompany Balance Checks
#Improvement 👍
#New Feature
3
Create Tie Out WorkBook
#New Feature
4
Report Packages
5
Customizable Client Dashboard
#Improvement 👍
#New Feature
7
Automatically sign off in Close mode
3
Add the statement of cash flows report
#Improvement 👍
11
Receipt Management
#Improvement 👍
#New Feature
Under consideration
(48)
1
Add Audit/History View from QBO/Xero to each client's Dashboard view along with the transaction count, P&L summary and reconciliation status
4
Ability to require MFA for users by role. Ability to require MFA for clients by entire practice or client.
#Improvement 👍
4
Include client intiated questions in client list dashboard
1
Compact View desparately needed!
8
The ability for clients to split totals between accounts and classes
#Improvement 👍
#New Feature
1
Recurring Due Date on Close Templates
#Improvement 👍
1
Ask questions about uncategorized transactions in bank feed.
#New Feature
1
Include Non Posting Transactions in Transaction Count Report
#Improvement 👍
2
Assign question to client instead of comment
#Improvement 👍
1
Assign multiple people to a To Do
#Improvement 👍
Not Possible/Archived
(4)
1
Add Global Transaction Internal Comment Option
1
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
(45)
1
Add internal comment feature to individual client dashboard
1
Missing Receipts
#New Feature
1
Alphabetize Client List
#Improvement 👍
1
Client User be able to add new vendors/customer while responding to transaction questions
#Improvement 👍
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 👍
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