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Feature Requests
2970
Roadmap
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Under Review
85
Create Task from 'Questions from client'
Feature Requests
63
Disable 'uploaded # file' notification emails
Feature Requests
141
Support Journal Entries in the Prepare 1099s report.
Feature Requests
21
Better support for multiple currencies
Feature Requests
26
Add tax codes to rules
Feature Requests
32
bulk delete receipt files
Feature Requests
51
Show a Count on the Client List View
Feature Requests
208
Move closing tasks to custom task sections and vice versa
Feature Requests
148
Client List View - moveable columns
Feature Requests
82
Assign multiple people to Close Status Notifications
Feature Requests
18
Show creator of firm wide custom views
Feature Requests
166
Change time periods for Metrics
Feature Requests
67
Edit file review report names under default close sections
Feature Requests
57
Edit section names on templates
Feature Requests
46
Internal client names on the Client List vs client names on Management Reports
Feature Requests
78
Additional Zapier Actions/Fields
Feature Requests
110
Color Coded User Settings Bubble
Feature Requests
92
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
80
Custom P&L Variance Thresholds
Feature Requests
10
Pull amounts for line items on saved search reports
Feature Requests
58
Vendor Balance Reconciliations
Feature Requests
31
Make it easier to set up merged client portal contacts
Feature Requests
Planned
50
Scheduled email improvements
Feature Requests
173
P&L Filtered by Class or Location
Feature Requests
85
thread in questions
Feature Requests
66
Move tasks from Close Template to Task Template
Feature Requests
109
"Start Timer" Button V2
Feature Requests
353
Demo Account!
Feature Requests
310
Keeper Certification Program
Feature Requests
286
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
127
Ready for Review status on tasks
Feature Requests
53
Type size on Reports
Feature Requests
37
Remove tabs and add sections
Feature Requests
76
Remove an attachment added in error in the client portal
Feature Requests
109
Support splitting in deposits
Feature Requests
41
Transaction Review task
Feature Requests
69
Notifications to firm
Feature Requests
312
Custom Automated Email Reminders
Feature Requests
In Progress
36
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
120
Customize the Statement of Cash Flow Info details
Feature Requests
85
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
97
Ability to open links in new tab
Feature Requests
30
Zapier: Add possible values to Get Property Columns output
Feature Requests
83
Task Description Update
Feature Requests
34
Kanban sticky and searchable bar
Feature Requests
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