Feature Requests

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

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.

Add notes and explanations to the metrics graphs in Management Reports

I create agendas for my client meetings. It would be awesome if there were a way to include them/build them into the month's report.

Manually change the Prepared On date in Management Reports.

Would love to have one report to pull a list of all Fixed Assets.

I would love to be able to add files the clients closing package-either QBO or not. But specifically, I would also like to be able to create a reporting package for my xero clients-at a minimum a place to type in a summary and attach some files.

Add support for daily, weekly, etc. reporting options.

would love to have the ability to add the general ledger report to the financial package (even though I realize its not really needed since you can drill down in reports, but some clients still want to see it

Add additional custom column so that i can show month, ytd and % of income of both columns.