Feature Requests

It would be really nice to be able to create a custom management report containing both financial line items and metrics. Right now, you can only turn the metrics into visualizations, not an actual financial report that can be included in the client's reporting package.

Context: a client is requesting reporting footers with their business name to be added to each page. They have multiple companies and they want to keep things straight.

The practice logo is too small in option A and too large in option B.

My client wants to see my address included in the prepared by area.

It would be useful to be able to create a report in Reporting which shows P&L comparison to Budget AND comparison to Prior-Year within the same report. I am using Syft ("build P&L" feature) to do this now, as many of my nonprofit clients want to see this.

Requesting a way to push out new updated multiple reports for multiple months at the same time

Can we switch it to 1099 category INCLUDE list, since there are far more accounts that need to be manually excluded than included??

I noticed that if an asset is fully depreciated it will not show up on the financials. I need this to show up, even though the fixed asset net is $0.

If the text is long enough, the comparison portion of the executive summary is not fully aligned. For example, the YTD arrow is under the comparison data (vs the arrow being on the left of the comparison data for the month next to it). It's less condensed and aesthetically off. The published report corrects this, but I'd like the review portion of the report to reflect what the published version will look like. Additionally, I have some clients that I meet with over teams and I present with this version rather than the PDF.