Feature Requests

Need to add Interactive Financials to Reporting for Xero clients. This is available for QBO, and a much needed feature to roll out quickly for Xero clients (both advisors and clients themselves)

Xero connected clients should be at a lesser tiered pricing as QBO connected clients as Double features for Xero connected clients are substantial less (Xero clients missing transactions report as part of reporting package, bank feeds, top spend report, interactive financials, connectivity on close steps (duplicate vendors), etc.). Xero connected clients receiving much less features and value, as compared to QBO connected clients. Need to ensure Xero related features are rolled out faster or at same time as QBO, or tier Xero pricing at lower rate with large discrepancy in value between the two connected accounting systems.

I would appreciate an optional column for the monthly average on the PL and BS report, I think it would be easier to see the fluctuation and where the numbers come from

Would like to be able to report on the performance of multiple businesses within one consolidated management report.

Customize the text in the 'Info' column

Import budgets for use in budget vs. actuals

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.

I'd like to be able to use account numbers from my chart of accounts while doing review and transaction activities, but then hide them on the management reports that go to the client.

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

For construction/trade or Large Program/Project clients, it would be great to have the options for a Profitability by customer/project report in the management reports. Ultimately it would be ideal to see all the customers/projects for the period of the report on the Y Axis, and The X axis would have 4 columns (Revenue / COGS / Expense / Profit).