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Feature Requests
2265
Roadmap
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Under Review
102
Support Journal Entries in the Prepare 1099s report.
Feature Requests
235
Multiple task assignees (reviewer sign offs)
Feature Requests
216
Client Portal Dashboards
Feature Requests
19
Better support for multiple currencies
Feature Requests
11
Add tax codes to rules
Feature Requests
17
bulk delete receipt files
Feature Requests
201
Make the entire row green when close marked "Done"
Feature Requests
38
Show a Count on the Client List View
Feature Requests
168
Move closing tasks to custom task sections and vice versa
Feature Requests
82
Client List View - moveable columns
Feature Requests
66
Assign multiple people to Close Status Notifications
Feature Requests
14
Show creator of firm wide custom views
Feature Requests
137
Change time periods for Metrics
Feature Requests
56
Edit report names under default close sections
Feature Requests
44
Edit section names on templates
Feature Requests
36
Internal client names on the Client List vs client names on Management Reports
Feature Requests
67
Additional Zapier Actions/Fields
Feature Requests
93
Color Coded User Update
Feature Requests
69
Allow admin to end timers of other users
Feature Requests
44
Bulk add assignees and due dates in Templates
Feature Requests
35
Customize/remove columns in Task List / Inbox
Feature Requests
35
Filters for client portal: Date of Transaction
Feature Requests
63
Custom P&L Variance Thresholds
Feature Requests
8
Pull amounts for line items on saved search reports
Feature Requests
46
Vendor Balance Reconciliations
Feature Requests
Planned
116
P&L Filtered by Class or Location
Feature Requests
65
thread in questions
Feature Requests
37
Move tasks from Close Template to Task Template
Feature Requests
33
Xero P&L: Support custom grouping on financial statements
Feature Requests
72
"Start Timer" Button V2
Feature Requests
287
Demo Account!
Feature Requests
268
Keeper Certification Program
Feature Requests
232
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
21
Save Kanban view as the default option on the client list
Feature Requests
109
Ready for Review status on tasks
Feature Requests
36
Type size on Reports
Feature Requests
109
Add the P&L Drilldown report to the Client Portal.
Feature Requests
240
Integrate multiple emails
Feature Requests
26
Remove tabs and add sections
Feature Requests
61
Remove an attachment added in error in the client portal
Feature Requests
86
Support splitting in deposits
Feature Requests
28
Transaction Review task
Feature Requests
55
Notifications to firm
Feature Requests
58
Online Client View of Financials
Feature Requests
278
Custom Automated Email Reminders
Feature Requests
In Progress
97
Customize the Statement of Cash Flow Info details
Feature Requests
58
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
69
Ability to open links in new tab
Feature Requests
22
Zapier: Add possible values to Get Property Columns output
Feature Requests
68
Task Description Update
Feature Requests
24
Kanban sticky and searchable bar
Feature Requests
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