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Feature Requests
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Feature Requests
2586

Roadmap

Under Review

Create Task from 'Questions from ciient'
Feature Requests
Disable 'uploaded # file' notification emails
Feature Requests
Support Journal Entries in the Prepare 1099s report.
Feature Requests
Client Portal Dashboards
Feature Requests
Better support for multiple currencies
Feature Requests
Add tax codes to rules
Feature Requests
bulk delete receipt files
Feature Requests
Make the entire row green when close marked "Done"
Feature Requests
Show a Count on the Client List View
Feature Requests
Move closing tasks to custom task sections and vice versa
Feature Requests
Client List View - moveable columns
Feature Requests
Assign multiple people to Close Status Notifications
Feature Requests
Show creator of firm wide custom views
Feature Requests
Change time periods for Metrics
Feature Requests
Edit report names under default close sections
Feature Requests
Edit section names on templates
Feature Requests
Internal client names on the Client List vs client names on Management Reports
Feature Requests
Additional Zapier Actions/Fields
Feature Requests
Color Coded User Settings Bubble
Feature Requests
Allow admin to end timers of other users
Feature Requests
Bulk add assignees and due dates in Templates
Feature Requests
Customize/remove columns in Task List / Inbox
Feature Requests
Filters for client portal: Date of Transaction
Feature Requests
Custom P&L Variance Thresholds
Feature Requests
Pull amounts for line items on saved search reports
Feature Requests

Planned

Scheduled email improvements
Feature Requests
P&L Filtered by Class or Location
Feature Requests
thread in questions
Feature Requests
Move tasks from Close Template to Task Template
Feature Requests
Xero P&L: Support custom grouping on financial statements
Feature Requests
"Start Timer" Button V2
Feature Requests
Demo Account!
Feature Requests
Keeper Certification Program
Feature Requests
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
Save Kanban view as the default option on the client list
Feature Requests
Ready for Review status on tasks
Feature Requests
Type size on Reports
Feature Requests
Add the P&L Drilldown report to the Client Portal.
Feature Requests
Integrate multiple emails
Feature Requests
Remove tabs and add sections
Feature Requests
Remove an attachment added in error in the client portal
Feature Requests
Support splitting in deposits
Feature Requests
Transaction Review task
Feature Requests
Notifications to firm
Feature Requests
Online Client View of Financials
Feature Requests
Custom Automated Email Reminders
Feature Requests

In Progress

Customize the Statement of Cash Flow Info details
Feature Requests
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
Ability to open links in new tab
Feature Requests
Zapier: Add possible values to Get Property Columns output
Feature Requests
Task Description Update
Feature Requests
Kanban sticky and searchable bar
Feature Requests
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