Feature Requests

Currently, you can have multiple Profit & Loss and Balance Sheet statements in the Final Review section. You cannot have multiple Statements of Cash Flow. We need the duplication so the initial worker who signs off can record that they have reviewed the statements. Their manager then reviews the statements to confirm the work has been done. Either have two sign offs on a task or allow for multiple statements of cash flow to be listed as tasks.

We can easily edit the thresholds for 'Transactions >$1,000' and 'Expenses & Bills Without Attachments' at the client level and in bulk in Practice Settings; however, it would be equally helpful to be able to set a threshold via a Template.

I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.

Ability to quickly filter for only transactions that are on or before the statement date (last Recon'd Txn date)

Have the ability to create custom saved search reports within Templates (for example, Journal Entries missing attachments)

Add Profit and Loss comparison as a separate report to financial package as an optional report. I know you can customize the existing P&L to be a comparison but it would be nice for the client to see the different report names and be able to tell the difference in reports issued when looking at the table of contents too

Have it highlight when the Class is inconsistent for the Customer/Project. Customer/Projects are always the same Class, but lots of Classes have multiple Clients/Projects.

Sometimes the list of tasks under General in Custom Tasks can get very long. It would be very helpful to be able to sort that list by assignee so that I could choose to only see the tasks assigned to me

The files in Keeper are really nice, but with clients that come in with pre-existing google drives with all their files, it would be nice to be able to connect a google drive directly to the files tab so it shows all the stuff in the drive folder directly in Keeper. I know you can put the drive link in the resource tab, but I'd like to be able to pull info from the Drive directly from Keeper.