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Feature Requests
1954
Roadmap
Filters
Under Review
199
Multiple task assignees (reviewer sign offs)
Feature Requests
196
Client Portal Dashboards
Feature Requests
17
Better support for multiple currencies
Feature Requests
8
Add tax codes to rules
Feature Requests
10
bulk delete receipt files
Feature Requests
156
Make the entire row green when close marked "Done"
Feature Requests
33
Show a Count on the Client List View
Feature Requests
152
Move closing tasks to non-closing task sections and vice versa
Feature Requests
57
Client List View - moveable columns
Feature Requests
54
Assign multiple people to Close Status Notifications
Feature Requests
12
Show creator of firm wide custom views
Feature Requests
126
Change time periods for Metrics
Feature Requests
52
Edit report names under default close sections
Feature Requests
37
Edit section names on templates
Feature Requests
33
Internal client names on the Client List vs client names on Management Reports
Feature Requests
57
Additional Zapier Actions/Fields
Feature Requests
79
Color Coded User Update
Feature Requests
61
Allow admin to end timers of other users
Feature Requests
40
Bulk add assignees and due dates in Templates
Feature Requests
30
Customize/remove columns in Task List / Inbox
Feature Requests
31
Filters for client portal: Date of Transaction
Feature Requests
53
Custom P&L Variance Thresholds
Feature Requests
8
Pull amounts for line items on saved search reports
Feature Requests
41
Vendor Balance Reconciliations
Feature Requests
26
Make it easier to set up merged client portal contacts
Feature Requests
Planned
89
P&L Filtered by Class or Location
Feature Requests
59
thread in questions
Feature Requests
27
Move tasks from Close Template to Project Template
Feature Requests
28
Xero P&L: Support custom grouping on financial statements
Feature Requests
67
"Start Timer" Button V2
Feature Requests
274
Demo Account!
Feature Requests
248
Keeper Certification Program
Feature Requests
204
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
19
Save Kanban view as the default option on the client list
Feature Requests
100
Ready for Review status on tasks
Feature Requests
34
Type size on Reports
Feature Requests
96
Add the P&L Drilldown report to the Client Portal.
Feature Requests
218
Integrate multiple emails
Feature Requests
105
Create tasks from an email or message in Slack
Feature Requests
26
Remove tabs and add sections
Feature Requests
56
Remove an attachment added in error in the client portal
Feature Requests
79
Support splitting in deposits
Feature Requests
73
Support Journal Entries in the Prepare 1099s report.
Feature Requests
27
Transaction Review task
Feature Requests
50
Notifications to firm
Feature Requests
44
Online Client View of Financials
Feature Requests
264
Custom Automated Email Reminders
Feature Requests
In Progress
86
Customize the Statement of Cash Flow Info details
Feature Requests
48
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
54
Ability to open links in new tab
Feature Requests
14
Zapier: Add possible values to Get Property Columns output
Feature Requests
83
Hide, edit, and reorder sections for specific clients
Feature Requests
62
Task Description Update
Feature Requests
21
Kanban sticky and searchable bar
Feature Requests
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