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Roadmap
Feature Requests
Changelog

Boards

Feature Requests
1147

Roadmap

Under Review

4
Client List View - moveable columns
Feature Requests
18
Assign multiple people to Close Status Notifications
Feature Requests
7
Show creator of firm wide custom views
Feature Requests
46
Change time periods for Metrics
Feature Requests
16
Edit report names under default close sections
Feature Requests
11
Edit section names on templates
Feature Requests
9
Internal client names on the Client List vs client names on Management Reports
Feature Requests
23
Hyperlinks in client portal announcement
Feature Requests
27
Add formatting to client portal announcement
Feature Requests
27
Additional Zapier Actions/Fields
Feature Requests
22
Color Coded User Update
Feature Requests
22
Allow admin to end timers of other users
Feature Requests
15
Bulk add assignees and due dates in Templates
Feature Requests
11
Customize/remove columns in Task List / Inbox
Feature Requests
19
Filters for client portal
Feature Requests
32
Custom P&L Variance Thresholds
Feature Requests
6
Pull amounts for line items on saved search reports
Feature Requests
28
Vendor Balance Reconciliations
Feature Requests
11
MGMT report frequency options
Feature Requests
33
Add a custom column to Account Reconciliation tasks
Feature Requests
20
Log-in settings for client
Feature Requests
52
Keep files attached to recurring tasks
Feature Requests
26
Saved Filters in Kanban view
Feature Requests
211
Client Portal Mobile App
Feature Requests
11
Map Ask to specific contact
Feature Requests

Planned

5
Xero: Support custom grouping on financial statements
Feature Requests
405
Archive past clients
Feature Requests
29
"Start Timer" Button V2
Feature Requests
184
Demo Account!
Feature Requests
118
Multiple task assignees (reviewer sign offs)
Feature Requests
153
Keeper Certification Program
Feature Requests
121
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
10
Save Kanban view as the default option on the client list
Feature Requests
54
Ready for Review status on tasks
Feature Requests
21
Type size on Reports
Feature Requests
135
Client Portal Dashboards
Feature Requests
57
Add the P&L Drilldown report to the Client Portal.
Feature Requests
62
Customize the Statement of Cash Flow Info details
Feature Requests
124
Integrate multiple emails
Feature Requests
62
Create tasks from an email or message in Slack
Feature Requests
15
Remove tabs and add sections
Feature Requests
39
Remove an attachment added in error in the client portal
Feature Requests
44
Support splitting in deposits
Feature Requests
33
Support Journal Entries in the Prepare 1099s report.
Feature Requests
15
Transaction Review task
Feature Requests
24
Notifications to firm
Feature Requests
23
Online Client View of Financials
Feature Requests
32
Billable vs Non-Billable Reporting
Feature Requests
163
Custom Automated Email Reminders
Feature Requests
245
Budget vs. Actuals
Feature Requests

In Progress

27
Hide, edit, and reorder sections for specific clients
Feature Requests
145
Multiple non-closing tasks sections
Feature Requests
126
Standard Files Structure
Feature Requests
70
Move closing tasks to non-closing task sections and vice versa
Feature Requests
280
Receipt Management (Receipt Capture / Bill Uploads)
Feature Requests
33
Task Description Update
Feature Requests
13
Kanban sticky and searchable bar
Feature Requests
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