Feature Requests

P&L and balance sheet names are confusing and would like to edit the names

Clients are used to receiving client financials as spreadsheets, so receiving a PDF in the portal would be a different experience. Firm would like to have continuity in experience.

The ability to add QBO Custom reports to the Financial Package.

Include AP and AR aging summaries for Xero files, ideally as both part of internal review & management reporting

I would love to be able to add a footnote to bills and invoices on the AR and AP Summaries.

Customize the text in the 'Info' column

I don't have the option to collapse, can you add it? Or how I can add it into the reporting section (Key accounts).

Reporting improvement

I did not see this in the list of features, but maybe it is in there! When we are doing custom charts, I as the bookkeeper can hover over and see numbers, but in the final report no numbers are showing, just what's on the side of the chart. I'd like to be able to show the actual numbers under each bar graph.

When there are negative numbers on the management reports, I would like to be able to put them in parenthesis and make them red font.