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Feature Requests
1666
Roadmap
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Under Review
32
Delinquent Books Report
Feature Requests
9
Better support for multiple currencies
Feature Requests
2
Add tax codes to rules
Feature Requests
7
bulk delete receipt files
Feature Requests
21
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
38
Publish receipts as deposits and credit card credits
Feature Requests
111
Make the entire row green when close marked "Done"
Feature Requests
25
Show a Count on the Client List View
Feature Requests
119
Move closing tasks to non-closing task sections and vice versa
Feature Requests
43
Client List View - moveable columns
Feature Requests
46
Assign multiple people to Close Status Notifications
Feature Requests
10
Show creator of firm wide custom views
Feature Requests
100
Change time periods for Metrics
Feature Requests
40
Edit report names under default close sections
Feature Requests
30
Edit section names on templates
Feature Requests
29
Internal client names on the Client List vs client names on Management Reports
Feature Requests
51
Additional Zapier Actions/Fields
Feature Requests
68
Color Coded User Update
Feature Requests
45
Allow admin to end timers of other users
Feature Requests
33
Bulk add assignees and due dates in Templates
Feature Requests
26
Customize/remove columns in Task List / Inbox
Feature Requests
26
Filters for client portal
Feature Requests
43
Custom P&L Variance Thresholds
Feature Requests
7
Pull amounts for line items on saved search reports
Feature Requests
36
Vendor Balance Reconciliations
Feature Requests
Planned
24
Rename files in Receipts
Feature Requests
43
thread in questions
Feature Requests
22
Move tasks from Close Template to Project Template
Feature Requests
25
Xero: Support custom grouping on financial statements
Feature Requests
51
"Start Timer" Button V2
Feature Requests
248
Demo Account!
Feature Requests
162
Multiple task assignees (reviewer sign offs)
Feature Requests
216
Keeper Certification Program
Feature Requests
167
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
18
Save Kanban view as the default option on the client list
Feature Requests
77
Ready for Review status on tasks
Feature Requests
31
Type size on Reports
Feature Requests
170
Client Portal Dashboards
Feature Requests
88
Add the P&L Drilldown report to the Client Portal.
Feature Requests
83
Customize the Statement of Cash Flow Info details
Feature Requests
189
Integrate multiple emails
Feature Requests
97
Create tasks from an email or message in Slack
Feature Requests
21
Remove tabs and add sections
Feature Requests
51
Remove an attachment added in error in the client portal
Feature Requests
71
Support splitting in deposits
Feature Requests
59
Support Journal Entries in the Prepare 1099s report.
Feature Requests
24
Transaction Review task
Feature Requests
43
Notifications to firm
Feature Requests
34
Online Client View of Financials
Feature Requests
233
Custom Automated Email Reminders
Feature Requests
In Progress
37
Ability to open links in new tab
Feature Requests
9
Zapier: Add possible values to Get Property Columns output
Feature Requests
58
Hide, edit, and reorder sections for specific clients
Feature Requests
51
Task Description Update
Feature Requests
19
Kanban sticky and searchable bar
Feature Requests
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