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Feature Requests
2871
Roadmap
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Under Review
72
Create Task from 'Questions from ciient'
Feature Requests
60
Disable 'uploaded # file' notification emails
Feature Requests
136
Support Journal Entries in the Prepare 1099s report.
Feature Requests
21
Better support for multiple currencies
Feature Requests
17
Add tax codes to rules
Feature Requests
28
bulk delete receipt files
Feature Requests
273
Make the entire row green when close marked "Done"
Feature Requests
49
Show a Count on the Client List View
Feature Requests
205
Move closing tasks to custom task sections and vice versa
Feature Requests
136
Client List View - moveable columns
Feature Requests
78
Assign multiple people to Close Status Notifications
Feature Requests
18
Show creator of firm wide custom views
Feature Requests
163
Change time periods for Metrics
Feature Requests
65
Edit report names under default close sections
Feature Requests
55
Edit section names on templates
Feature Requests
45
Internal client names on the Client List vs client names on Management Reports
Feature Requests
75
Additional Zapier Actions/Fields
Feature Requests
107
Color Coded User Settings Bubble
Feature Requests
88
Allow admin to end timers of other users
Feature Requests
52
Bulk add assignees and due dates in Templates
Feature Requests
41
Customize/remove columns in Task List / Inbox
Feature Requests
43
Filters for client portal: Date of Transaction
Feature Requests
78
Custom P&L Variance Thresholds
Feature Requests
9
Pull amounts for line items on saved search reports
Feature Requests
58
Vendor Balance Reconciliations
Feature Requests
Planned
47
Scheduled email improvements
Feature Requests
165
P&L Filtered by Class or Location
Feature Requests
84
thread in questions
Feature Requests
65
Move tasks from Close Template to Task Template
Feature Requests
105
"Start Timer" Button V2
Feature Requests
349
Demo Account!
Feature Requests
307
Keeper Certification Program
Feature Requests
281
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
31
Save Kanban view as the default option on the client list
Feature Requests
123
Ready for Review status on tasks
Feature Requests
51
Type size on Reports
Feature Requests
37
Remove tabs and add sections
Feature Requests
75
Remove an attachment added in error in the client portal
Feature Requests
104
Support splitting in deposits
Feature Requests
40
Transaction Review task
Feature Requests
67
Notifications to firm
Feature Requests
307
Custom Automated Email Reminders
Feature Requests
In Progress
29
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
116
Customize the Statement of Cash Flow Info details
Feature Requests
81
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
94
Ability to open links in new tab
Feature Requests
28
Zapier: Add possible values to Get Property Columns output
Feature Requests
81
Task Description Update
Feature Requests
34
Kanban sticky and searchable bar
Feature Requests
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