Roadmap
Under consideration(137)
- 1
Port import template - Add Service Date column
#Misc 🤷 - 1
Allow $0.00 Journal entry row
- 1
Group Multiple Questions on One Transaction
#Questions/Client Portal - 2
Convert Current Project to a template
#Project/Task - 1
Client Upload Notifications
- 1
Create email from the Emails tab under project
#Project/Task - 1
P&L view a drop down to expand P&L to vendor level detail including a filter with class
#Review Points#AI Financials Review - 1
Reporting Package
- 1
More Customization within Client Email Notifications
#Questions/Client Portal - 4
One user and multiple roles.
#Project/Task
Planned(19)
- 1
Complete Close on Report Publish
#Project/Task#Publish Reports#Misc 🤷 - 1
# of "reviewed" items
#Review Points - 1
Upgrade the PORT Template
#Questions/Client Portal#Misc 🤷 - 1
Archived Clients Removed from Stats/Filters
- 1
Default Reviewer on Projects
- 1
Open Client Chat
#Questions/Client Portal - 1
Transactional Questions Refund (Credit) Show Number Negative not Positive
- 1
Description Consistency Report
- 1
Filters on dashboard.
#Project/Task - 3
Task Descriptions when you add them ask if we can apply to this project or this project and future projects
Under Development(7)
- 1
Financials Reporting Package in Excel
#Publish Reports - 1
Additional Due Date Filter on Tasks
- 3
Allow project assignment separate from task assignment
#Project/Task - 1
Be able to duplicate tasks
#Project/Task#Review Points - 5
Email Client Options
#Questions/Client Portal - 3
Assign Tasks to Client
#Project/Task - 1
Project Sort by Percentage
#Project/Task
Shipped(276)
- 1
Bulk internal comment on uncategorized transactions
#Questions/Client Portal#comments - 1
Please add a P&L by Class Option to Financial Reviews
- 1
Client Resources Section
#Questions/Client Portal - 1
Filter Client List by Last Sync Date
#Misc 🤷 - 1
Close Overview
- 4
Move tasks between projects
#Project/Task - 1
Task Attachments
#Project/Task#Files - 2
Organize tasks by other filters.
- 1
Client Folders available in the portal
#Questions/Client Portal - 1
Add Dropbox as a file location
Archived(11)
- 1
Scheduling One time questions
#Questions/Client Portal - 2
Have close mode open to earliest month since finalized month
- 1
In the close section having prior month Notes float over for to do items
#Misc 🤷 - 1
Be able to select multiple search filter options
- 1
Filter for tasks that have not been prepared
- 1
Add Global Transaction Internal Comment Option
- 1
Show account number on the "suggested" account in XAP mode
- 1
QuickBooks Online bulk Tag Edit
- 1
Recurrent Question Bug
#Questions/Client Portal - 1
Close ToDo Integrate with Normal ToDo