Feature Requests

A place for clients to upload receipts and bills / forward them to an email address.

Current process: Add a new column with an updated name and delete the old column. This deletes the data related to that line for all clients. To preserve client data, add the ability to edit existing column titles.

I have clients in Xero and would love to be able to add them here with API sync etc!

I would LOVE if the different statuses could have different colors on the dashboard.

Can you add 1099-INT, 1099-DIV, 1099-R, and other less common types or even an Other type so that it is flagged.

Now that we have the archive feature (THANK YOU!!!), it would be great if we could easily hide them from the active client list. Could we have a Special filter to denote active vs archived clients? or Could we have the ability to mark the client status as "Archived" to make filtering easy? As a workaround until this becomes a possibility (🤞) we'll direct users to create a custom property to mark them as archived so they can create saved views for Active only clients. Thanks!

Robust document organization and storage for receipts/attachments/other files. Or an integration with Google Drive / Dropbox / Box.

Add multiselect functionality for client properties

Have the ability to utilize 2 factor authentication with an Authenticator app rather than by SMS

We need to be able to mark expenses as billable, We can select the customer/project but not mark it billable which is pretty important