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Feature Requests
2124
Roadmap
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Under Review
84
Support Journal Entries in the Prepare 1099s report.
Feature Requests
217
Multiple task assignees (reviewer sign offs)
Feature Requests
210
Client Portal Dashboards
Feature Requests
19
Better support for multiple currencies
Feature Requests
10
Add tax codes to rules
Feature Requests
14
bulk delete receipt files
Feature Requests
172
Make the entire row green when close marked "Done"
Feature Requests
35
Show a Count on the Client List View
Feature Requests
166
Move closing tasks to non-closing task sections and vice versa
Feature Requests
68
Client List View - moveable columns
Feature Requests
59
Assign multiple people to Close Status Notifications
Feature Requests
12
Show creator of firm wide custom views
Feature Requests
136
Change time periods for Metrics
Feature Requests
54
Edit report names under default close sections
Feature Requests
43
Edit section names on templates
Feature Requests
35
Internal client names on the Client List vs client names on Management Reports
Feature Requests
61
Additional Zapier Actions/Fields
Feature Requests
85
Color Coded User Update
Feature Requests
66
Allow admin to end timers of other users
Feature Requests
41
Bulk add assignees and due dates in Templates
Feature Requests
33
Customize/remove columns in Task List / Inbox
Feature Requests
33
Filters for client portal: Date of Transaction
Feature Requests
58
Custom P&L Variance Thresholds
Feature Requests
8
Pull amounts for line items on saved search reports
Feature Requests
42
Vendor Balance Reconciliations
Feature Requests
Planned
101
P&L Filtered by Class or Location
Feature Requests
60
thread in questions
Feature Requests
31
Move tasks from Close Template to Project Template
Feature Requests
30
Xero P&L: Support custom grouping on financial statements
Feature Requests
70
"Start Timer" Button V2
Feature Requests
284
Demo Account!
Feature Requests
259
Keeper Certification Program
Feature Requests
216
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
20
Save Kanban view as the default option on the client list
Feature Requests
105
Ready for Review status on tasks
Feature Requests
34
Type size on Reports
Feature Requests
103
Add the P&L Drilldown report to the Client Portal.
Feature Requests
235
Integrate multiple emails
Feature Requests
112
Create tasks from an email or message in Slack
Feature Requests
26
Remove tabs and add sections
Feature Requests
59
Remove an attachment added in error in the client portal
Feature Requests
82
Support splitting in deposits
Feature Requests
27
Transaction Review task
Feature Requests
52
Notifications to firm
Feature Requests
55
Online Client View of Financials
Feature Requests
275
Custom Automated Email Reminders
Feature Requests
In Progress
14
Organizers: Have Organizers be visible and Fill-out-able in the mobile app
Feature Requests
93
Customize the Statement of Cash Flow Info details
Feature Requests
52
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
62
Ability to open links in new tab
Feature Requests
19
Zapier: Add possible values to Get Property Columns output
Feature Requests
87
Hide, edit, and reorder sections for specific clients
Feature Requests
64
Task Description Update
Feature Requests
22
Kanban sticky and searchable bar
Feature Requests
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