Feature Requests

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

Customize the text in the 'Info' column

It would be good to be able to add multiple monthly and YTD budget vs actual reports to each monthly reporting pack when there are more than one QBO "Budget" in the same year that includes mid-year reforecasts. The original budget will always be the budget, so reporting for it is necessary throughout the year. However, it would be good to also include reporting for reforecasts vs actuals when they are available to choose from the "Select budget" dropdown.

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.

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

Add metrics to management reports as a table

For unconnected clients, or clients not on higher service levels, allow for uploading of our own financial reports to the client portal so they show in the Financials section, rather than Files

Want to display a P&L by class (for example) that displays a custom column for BOTH % of revenue and % of expenses

To allow fiscal start dates to be set in Keeper or copied from Xero settings

Ability to compare metrics to industry standards/metrics.