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Feature Requests
3040
Roadmap
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Under Review
37
Option to Auto Add Client Comments
Feature Requests
103
Create Task from 'Questions from client'
Feature Requests
64
Disable 'uploaded # file' notification emails
Feature Requests
147
Support Journal Entries in the Prepare 1099s report.
Feature Requests
22
Better support for multiple currencies
Feature Requests
26
Add tax codes to rules
Feature Requests
32
bulk delete receipt files
Feature Requests
52
Show a Count on the Client List View
Feature Requests
214
Move closing tasks to custom task sections and vice versa
Feature Requests
153
Client List View - moveable columns
Feature Requests
84
Assign multiple people to Close Status Notifications
Feature Requests
19
Show creator of firm wide custom views
Feature Requests
171
Change time periods for Metrics
Feature Requests
67
Edit file review report names under default close sections
Feature Requests
60
Edit section names on templates
Feature Requests
48
Internal client names on the Client List vs client names on Management Reports
Feature Requests
81
Additional Zapier Actions/Fields
Feature Requests
113
Color Coded User Settings Bubble
Feature Requests
94
Allow admin to end timers of other users
Feature Requests
59
Bulk add assignees and due dates in Templates
Feature Requests
43
Customize/remove columns in Task List / Inbox
Feature Requests
44
Filters for client portal: Date of Transaction
Feature Requests
81
Custom P&L Variance Thresholds
Feature Requests
11
Pull amounts for line items on saved search reports
Feature Requests
59
Vendor Balance Reconciliations
Feature Requests
Planned
54
Scheduled email improvements
Feature Requests
177
P&L Filtered by Class or Location
Feature Requests
90
thread in questions
Feature Requests
71
Move tasks from Close Template to Task Template
Feature Requests
113
"Start Timer" Button V2
Feature Requests
358
Demo Account!
Feature Requests
318
Keeper Certification Program
Feature Requests
290
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
32
Save Kanban view as the default option on the client list
Feature Requests
128
Ready for Review status on tasks
Feature Requests
55
Type size on Reports
Feature Requests
38
Remove tabs and add sections
Feature Requests
78
Remove an attachment added in error in the client portal
Feature Requests
111
Support splitting in deposits
Feature Requests
42
Transaction Review task
Feature Requests
70
Notifications to firm
Feature Requests
316
Custom Automated Email Reminders
Feature Requests
In Progress
30
Ability to send Questions (Transaction Questions & Non Transactions Questions) to multiple assignees at once.
Feature Requests
38
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
127
Customize the Statement of Cash Flow Info details
Feature Requests
88
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
101
Ability to open links in new tab
Feature Requests
30
Zapier: Add possible values to Get Property Columns output
Feature Requests
85
Task Description Update
Feature Requests
36
Kanban sticky and searchable bar
Feature Requests
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