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Feature Requests
1836
Roadmap
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Under Review
187
Multiple task assignees (reviewer sign offs)
Feature Requests
182
Client Portal Dashboards
Feature Requests
12
Better support for multiple currencies
Feature Requests
5
Add tax codes to rules
Feature Requests
10
bulk delete receipt files
Feature Requests
38
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
137
Make the entire row green when close marked "Done"
Feature Requests
31
Show a Count on the Client List View
Feature Requests
139
Move closing tasks to non-closing task sections and vice versa
Feature Requests
52
Client List View - moveable columns
Feature Requests
52
Assign multiple people to Close Status Notifications
Feature Requests
11
Show creator of firm wide custom views
Feature Requests
121
Change time periods for Metrics
Feature Requests
46
Edit report names under default close sections
Feature Requests
33
Edit section names on templates
Feature Requests
30
Internal client names on the Client List vs client names on Management Reports
Feature Requests
56
Additional Zapier Actions/Fields
Feature Requests
78
Color Coded User Update
Feature Requests
57
Allow admin to end timers of other users
Feature Requests
37
Bulk add assignees and due dates in Templates
Feature Requests
27
Customize/remove columns in Task List / Inbox
Feature Requests
31
Filters for client portal: Date of Transaction
Feature Requests
51
Custom P&L Variance Thresholds
Feature Requests
8
Pull amounts for line items on saved search reports
Feature Requests
38
Vendor Balance Reconciliations
Feature Requests
Planned
78
P&L Filtered by Class or Location
Feature Requests
55
thread in questions
Feature Requests
26
Move tasks from Close Template to Project Template
Feature Requests
27
Xero P&L: Support custom grouping on financial statements
Feature Requests
63
"Start Timer" Button V2
Feature Requests
260
Demo Account!
Feature Requests
231
Keeper Certification Program
Feature Requests
180
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
91
Ready for Review status on tasks
Feature Requests
32
Type size on Reports
Feature Requests
95
Add the P&L Drilldown report to the Client Portal.
Feature Requests
206
Integrate multiple emails
Feature Requests
99
Create tasks from an email or message in Slack
Feature Requests
25
Remove tabs and add sections
Feature Requests
54
Remove an attachment added in error in the client portal
Feature Requests
77
Support splitting in deposits
Feature Requests
62
Support Journal Entries in the Prepare 1099s report.
Feature Requests
25
Transaction Review task
Feature Requests
46
Notifications to firm
Feature Requests
39
Online Client View of Financials
Feature Requests
245
Custom Automated Email Reminders
Feature Requests
In Progress
46
Ability to open links in new tab
Feature Requests
12
Zapier: Add possible values to Get Property Columns output
Feature Requests
75
Hide, edit, and reorder sections for specific clients
Feature Requests
56
Task Description Update
Feature Requests
20
Kanban sticky and searchable bar
Feature Requests
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