Feature Requests

Often, I write notes and forget to click save. Or I click out of notes to grab a link or view something else pertinent to the notes. If I don't click save, everything I updated disappeared. It would be nice to have them auto save.

Export Excel of P&L at the payee level

Manually upload custom reports to the client's portal.

Just like when all steps are checked the status changes to done. The same ask here except auto change the status to "in progress" if ANY task or step on a check list is complete. I start working on a task OR close and complete one or a few tasks (steps in a checklist) and forget to change the status. Then I panic because I thought I was nearly done.

I'd like to be able to add clickable links for tasks and subtasks. This will help me include how to videos, SOPs, etc for more complex tasks/subtasks.

I do not want Keeper to integrate with my inbox. I'd like to have the practice email under Branding settings only, with 0 access under Inbox.

Having the ability make Property Types that are dollars and percentages would be super helpful!!!

We have deleted users showing up on the Capacity Planning tab for Time Tracking reporting. I would like to have an option like there is in Employee Reporting where you can toggle to filter for Active Users vs All.

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.

Client uploads tons of files - want to be able to select transaction questions in bulk and have all files sync back to QBO instead of reviewing 1 by 1