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Feature Requests
2534
Roadmap
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Under Review
22
Create Task from 'Questions from ciient'
Feature Requests
46
Disable 'uploaded # file' notification emails
Feature Requests
114
Support Journal Entries in the Prepare 1099s report.
Feature Requests
235
Client Portal Dashboards
Feature Requests
21
Better support for multiple currencies
Feature Requests
15
Add tax codes to rules
Feature Requests
24
bulk delete receipt files
Feature Requests
221
Make the entire row green when close marked "Done"
Feature Requests
45
Show a Count on the Client List View
Feature Requests
183
Move closing tasks to custom task sections and vice versa
Feature Requests
104
Client List View - moveable columns
Feature Requests
70
Assign multiple people to Close Status Notifications
Feature Requests
15
Show creator of firm wide custom views
Feature Requests
151
Change time periods for Metrics
Feature Requests
60
Edit report names under default close sections
Feature Requests
51
Edit section names on templates
Feature Requests
42
Internal client names on the Client List vs client names on Management Reports
Feature Requests
73
Additional Zapier Actions/Fields
Feature Requests
98
Color Coded User Settings Bubble
Feature Requests
80
Allow admin to end timers of other users
Feature Requests
48
Bulk add assignees and due dates in Templates
Feature Requests
37
Customize/remove columns in Task List / Inbox
Feature Requests
37
Filters for client portal: Date of Transaction
Feature Requests
70
Custom P&L Variance Thresholds
Feature Requests
8
Pull amounts for line items on saved search reports
Feature Requests
Planned
31
Scheduled email improvements
Feature Requests
143
P&L Filtered by Class or Location
Feature Requests
71
thread in questions
Feature Requests
49
Move tasks from Close Template to Task Template
Feature Requests
36
Xero P&L: Support custom grouping on financial statements
Feature Requests
95
"Start Timer" Button V2
Feature Requests
311
Demo Account!
Feature Requests
283
Keeper Certification Program
Feature Requests
260
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
24
Save Kanban view as the default option on the client list
Feature Requests
115
Ready for Review status on tasks
Feature Requests
42
Type size on Reports
Feature Requests
117
Add the P&L Drilldown report to the Client Portal.
Feature Requests
246
Integrate multiple emails
Feature Requests
33
Remove tabs and add sections
Feature Requests
67
Remove an attachment added in error in the client portal
Feature Requests
94
Support splitting in deposits
Feature Requests
31
Transaction Review task
Feature Requests
58
Notifications to firm
Feature Requests
66
Online Client View of Financials
Feature Requests
293
Custom Automated Email Reminders
Feature Requests
In Progress
106
Customize the Statement of Cash Flow Info details
Feature Requests
69
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
75
Ability to open links in new tab
Feature Requests
26
Zapier: Add possible values to Get Property Columns output
Feature Requests
74
Task Description Update
Feature Requests
28
Kanban sticky and searchable bar
Feature Requests
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