Feature Requests

For clients with details all employees need to see while working in the file it would be helpful to surface the notes at the top of the close file like with the Questions reports. Pin client details would also be helpful.

Fiscal Year File Flag: Would like to see a bright flag at the top of the close screen to work as a reminder if a client is on a non-calendar year. + Fiscal Year in the management reports.

I would love to be able to view the transactions within parent accounts from the P&L, not just the report of the same name.

Make it easier to move tasks from one section to another. Drag and drop option, 3-dot menu option to move to another section, etc.

It would be helpful to have a profit and loss by class under the final review task list

Export the information from the payer / client in the track1099/tax1099 file exports so users don't need to fill out this information each time.

Have the ability to adjust the 1099 threshold. In particular, it would be nice to select $400 so any vendors that are getting close to the threshold / expect to get above $600 later can be flagged and tracked early

Add support for debit card exclusion

https://www.loom.com/share/177dbe1554b1447daee9a1bfd665a162 In reviewing the P&L/BS, it would help if the headers and primary columns stayed visible. See Loom for details

Would be great if we could have a filter to filter by class on the P&L by month report in the Review section so that when we are reviewing we can look at monthly P&L by specific class/department.