Roadmap
Planned(18)
- 1
Be able to select multiple search filter options
#Improvement 👍 - 1
Be able to start close from clients list
#New Feature - 2
Multiple P&L Views
#New Feature - 5
Be able to notify the client when financials are ready to be viewed in the portal
#Improvement 👍#New Feature - 2
Email Integration for Task Management
#Improvement 👍#New Feature - 2
Bulk Close Status Update/Start Close
#New Feature - 4
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 👍 - 3
Percentage of sales check in Clean up mode
Under consideration(72)
- 1
Custom Quarterly Close Rhythm
- 0
Filter for tasks that have not been prepared
#Improvement 👍 - 2
For notes on close review points, would be nice to show initials of the person who makes the comments; perhaps even the date
#Improvement 👍 - 1
Can I adjust the report to show oldest to newest months?
- 2
In the close list automatically mark as reviewed the items with 0 transactions showing up
- 1
Ask a question in A/P or A/R detailed line items
- 1
Unapplied Payments report similar to Undeposited Funds
#New Feature - 1
Remove blank column in P&L
#Improvement 👍 - 1
Multiple daily reminders
- 2
The ability to filter to dos by Client Properties
#Improvement 👍
Shipped(99)
- 1
Can you make available Customer and Vendor (instead of just Name)?
- 1
recognize the vendor name in journal entries on reports
#Improvement 👍#Bug 🐛 - 1
Sync Client Responses to Accounting Software
#Improvement 👍 - 1
Admin user should be able to update time for others
#Improvement 👍 - 1
Time log filter
#Improvement 👍 - 1
Close filter to remove review points
#Improvement 👍 - 1
Is it possible to have the time load up as a total on the top folder for the task
#New Feature - 2
Reports help
#Improvement 👍#Bug 🐛 - 3
Attachments to Recurring To Do
#New Feature - 1
Filter Client List by Custom Field
#Improvement 👍