Feature Requests

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

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

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.

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.

We're looking to create a "delinquent books" report in Keeper, perhaps where any set of books that has not posted financials in greater than 2 months shows up. We're wanting to develop a system where we can more easily identify seriously delinquent clients (such as ones that haven't completed a month in close in 4, 5, 6 months etc perhaps due to a breakdown in communication that needs manager attention).

I have several client who have slightly different names for Vendors in their System than their legal name for 1099s. Can the API also pull the "company name" as well as the "display name" from QBO, so we can make the 1099 forms accurate, but not overwrite the display name our clients use for every date purposes?

Want to remember to run a P&L by class for certain clients each month. Would like to be able to duplicate the P&L in the Final Review section for a permanent P&L by class (instead of needing to toggle between Class and Month).

Support Intercompany Transfers and Due to/from Reconciliations for Xero clients

Hi team, I'm begging for the ability to move checklists around. Or insert a new checklist between existing ones. Please, please, please. :)

Export Excel of P&L at the payee level