Roadmap
Planned(13)
- 1
Subtask Status Tied to Parent Task Status
#Tasks/Close - 1
Have close mode open to earliest month since finalized month
- 1
Single Sign On
- 1
Vendor Email ID
- 1
Be able to select multiple search filter options
- 8
Email Integration for Task Management
- 8
AR/AP Report Linked to QBO
- 11
Intercompany Balance Checks
- 14
Create Tie Out WorkBook
- 24
Receipt Management
Under consideration(149)
- 1
Ability to create a task to download statements for all bank and credit card accounts.
#Tasks/Close#Misc 🤷 - 1
Show Completed
- 1
Customize Client Overview in Portal
#Questions/Client Portal - 1
More detailed notifications
#Notifications - 4
Finalize close periods in bulk
- 1
Transactions Records more than 18 months
- 2
Add rows in financial package
- 2
personal to-do's
#Tasks/Close - 2
%Change on Report
- 2
Select Custom Date Range for time logs
#Tasks/Close
Possibly in future(2)
Shipped(136)
- 1
have a review point for items that do not have an attachment
#Tasks/Close#Review Points - 1
Allowing Mass Reclassifications for > 18 Months
- 1
Setting to be able to save how you want to view your To-Dos
#Tasks/Close - 1
See All Recurring ToDo that assigned to me
#Tasks/Close - 3
Automatically start the next close month
#Tasks/Close - 2
Expand "Notes" section of Dashboard
- 1
Firm use vs client use
#Misc 🤷 - 1
Subscription
- 1
Add "1099 Applicable?" as part of bulk actions
- 1
Filter to "no status" on 1099 module