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Feature Requests
2644
Roadmap
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Under Review
43
Create Task from 'Questions from ciient'
Feature Requests
52
Disable 'uploaded # file' notification emails
Feature Requests
124
Support Journal Entries in the Prepare 1099s report.
Feature Requests
247
Client Portal Dashboards
Feature Requests
21
Better support for multiple currencies
Feature Requests
16
Add tax codes to rules
Feature Requests
25
bulk delete receipt files
Feature Requests
246
Make the entire row green when close marked "Done"
Feature Requests
47
Show a Count on the Client List View
Feature Requests
194
Move closing tasks to custom task sections and vice versa
Feature Requests
121
Client List View - moveable columns
Feature Requests
71
Assign multiple people to Close Status Notifications
Feature Requests
17
Show creator of firm wide custom views
Feature Requests
157
Change time periods for Metrics
Feature Requests
61
Edit report names under default close sections
Feature Requests
52
Edit section names on templates
Feature Requests
42
Internal client names on the Client List vs client names on Management Reports
Feature Requests
74
Additional Zapier Actions/Fields
Feature Requests
104
Color Coded User Settings Bubble
Feature Requests
84
Allow admin to end timers of other users
Feature Requests
50
Bulk add assignees and due dates in Templates
Feature Requests
39
Customize/remove columns in Task List / Inbox
Feature Requests
38
Filters for client portal: Date of Transaction
Feature Requests
73
Custom P&L Variance Thresholds
Feature Requests
9
Pull amounts for line items on saved search reports
Feature Requests
Planned
34
Scheduled email improvements
Feature Requests
149
P&L Filtered by Class or Location
Feature Requests
75
thread in questions
Feature Requests
52
Move tasks from Close Template to Task Template
Feature Requests
37
Xero P&L: Support custom grouping on financial statements
Feature Requests
98
"Start Timer" Button V2
Feature Requests
337
Demo Account!
Feature Requests
288
Keeper Certification Program
Feature Requests
268
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
26
Save Kanban view as the default option on the client list
Feature Requests
119
Ready for Review status on tasks
Feature Requests
44
Type size on Reports
Feature Requests
123
Add the P&L Drilldown report to the Client Portal.
Feature Requests
249
Integrate multiple emails
Feature Requests
35
Remove tabs and add sections
Feature Requests
69
Remove an attachment added in error in the client portal
Feature Requests
100
Support splitting in deposits
Feature Requests
34
Transaction Review task
Feature Requests
60
Notifications to firm
Feature Requests
72
Online Client View of Financials
Feature Requests
298
Custom Automated Email Reminders
Feature Requests
In Progress
110
Customize the Statement of Cash Flow Info details
Feature Requests
70
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
82
Ability to open links in new tab
Feature Requests
27
Zapier: Add possible values to Get Property Columns output
Feature Requests
76
Task Description Update
Feature Requests
30
Kanban sticky and searchable bar
Feature Requests
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