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Feature Requests
1481
Roadmap
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Under Review
98
Move closing tasks to non-closing task sections and vice versa
Feature Requests
31
Client List View - moveable columns
Feature Requests
35
Assign multiple people to Close Status Notifications
Feature Requests
9
Show creator of firm wide custom views
Feature Requests
82
Change time periods for Metrics
Feature Requests
29
Edit report names under default close sections
Feature Requests
24
Edit section names on templates
Feature Requests
19
Internal client names on the Client List vs client names on Management Reports
Feature Requests
39
Additional Zapier Actions/Fields
Feature Requests
50
Color Coded User Update
Feature Requests
31
Allow admin to end timers of other users
Feature Requests
22
Bulk add assignees and due dates in Templates
Feature Requests
19
Customize/remove columns in Task List / Inbox
Feature Requests
24
Filters for client portal
Feature Requests
38
Custom P&L Variance Thresholds
Feature Requests
7
Pull amounts for line items on saved search reports
Feature Requests
33
Vendor Balance Reconciliations
Feature Requests
22
Make it easier to set up merged client portal contacts
Feature Requests
17
MGMT report frequency options
Feature Requests
38
Add a custom column to Account Reconciliation tasks
Feature Requests
22
Log-in settings for client
Feature Requests
67
Keep files attached to recurring tasks
Feature Requests
27
Saved Filters in Kanban view
Feature Requests
282
Client Portal Mobile App
Feature Requests
18
Map Ask to specific contact
Feature Requests
Planned
16
Move tasks from Close Template to Project Template
Feature Requests
15
Xero: Support custom grouping on financial statements
Feature Requests
564
Archive past clients
Feature Requests
38
"Start Timer" Button V2
Feature Requests
217
Demo Account!
Feature Requests
142
Multiple task assignees (reviewer sign offs)
Feature Requests
190
Keeper Certification Program
Feature Requests
147
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
15
Save Kanban view as the default option on the client list
Feature Requests
67
Ready for Review status on tasks
Feature Requests
30
Type size on Reports
Feature Requests
152
Client Portal Dashboards
Feature Requests
74
Add the P&L Drilldown report to the Client Portal.
Feature Requests
75
Customize the Statement of Cash Flow Info details
Feature Requests
161
Integrate multiple emails
Feature Requests
75
Create tasks from an email or message in Slack
Feature Requests
19
Remove tabs and add sections
Feature Requests
49
Remove an attachment added in error in the client portal
Feature Requests
62
Support splitting in deposits
Feature Requests
52
Support Journal Entries in the Prepare 1099s report.
Feature Requests
21
Transaction Review task
Feature Requests
34
Notifications to firm
Feature Requests
27
Online Client View of Financials
Feature Requests
216
Custom Automated Email Reminders
Feature Requests
311
Budget vs. Actuals
Feature Requests
In Progress
19
Ability to open links in new tab
Feature Requests
5
Zapier: Add possible values to Get Property Columns output
Feature Requests
48
Hide, edit, and reorder sections for specific clients
Feature Requests
45
Task Description Update
Feature Requests
15
Kanban sticky and searchable bar
Feature Requests
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