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Feature Requests
2462
Roadmap
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Under Review
36
Disable 'uploaded # file' notification emails
Feature Requests
112
Support Journal Entries in the Prepare 1099s report.
Feature Requests
234
Client Portal Dashboards
Feature Requests
21
Better support for multiple currencies
Feature Requests
15
Add tax codes to rules
Feature Requests
21
bulk delete receipt files
Feature Requests
216
Make the entire row green when close marked "Done"
Feature Requests
44
Show a Count on the Client List View
Feature Requests
180
Move closing tasks to custom task sections and vice versa
Feature Requests
98
Client List View - moveable columns
Feature Requests
68
Assign multiple people to Close Status Notifications
Feature Requests
15
Show creator of firm wide custom views
Feature Requests
148
Change time periods for Metrics
Feature Requests
59
Edit report names under default close sections
Feature Requests
48
Edit section names on templates
Feature Requests
40
Internal client names on the Client List vs client names on Management Reports
Feature Requests
72
Additional Zapier Actions/Fields
Feature Requests
98
Color Coded User Settings Bubble
Feature Requests
74
Allow admin to end timers of other users
Feature Requests
47
Bulk add assignees and due dates in Templates
Feature Requests
36
Customize/remove columns in Task List / Inbox
Feature Requests
37
Filters for client portal: Date of Transaction
Feature Requests
67
Custom P&L Variance Thresholds
Feature Requests
8
Pull amounts for line items on saved search reports
Feature Requests
50
Vendor Balance Reconciliations
Feature Requests
Planned
30
Scheduled email improvements
Feature Requests
135
P&L Filtered by Class or Location
Feature Requests
69
thread in questions
Feature Requests
45
Move tasks from Close Template to Task Template
Feature Requests
34
Xero P&L: Support custom grouping on financial statements
Feature Requests
87
"Start Timer" Button V2
Feature Requests
303
Demo Account!
Feature Requests
281
Keeper Certification Program
Feature Requests
254
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
24
Save Kanban view as the default option on the client list
Feature Requests
113
Ready for Review status on tasks
Feature Requests
41
Type size on Reports
Feature Requests
115
Add the P&L Drilldown report to the Client Portal.
Feature Requests
244
Integrate multiple emails
Feature Requests
32
Remove tabs and add sections
Feature Requests
65
Remove an attachment added in error in the client portal
Feature Requests
93
Support splitting in deposits
Feature Requests
31
Transaction Review task
Feature Requests
58
Notifications to firm
Feature Requests
65
Online Client View of Financials
Feature Requests
292
Custom Automated Email Reminders
Feature Requests
In Progress
102
Customize the Statement of Cash Flow Info details
Feature Requests
67
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
74
Ability to open links in new tab
Feature Requests
25
Zapier: Add possible values to Get Property Columns output
Feature Requests
70
Task Description Update
Feature Requests
27
Kanban sticky and searchable bar
Feature Requests
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