Feature Requests

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

This would be huge for the consturction industry. If there was a way to review transactions in a set of user defined accounts to see if transactions were marked as billabe or not, we'd be able to make sure our customers aren't missing out on expenses they can collect on. See this thread, specifically the post on March 27, 2020 8:30 AM by reogeraf. https://quickbooks.intuit.com/learn-support/en-us/account-management/how-can-i-get-a-report-of-billable-and-unbillable-billed/00/517550

Integrate Keeper's 1099s report with Track1099.

I have several clients where items need to be done by "the third business day of the month" (or any other number). Would be great if we can have the recurrence be dynamic and adjust the due date based off which business day it is. To that end, it would be awesome if we could have a place to set up our company calendar so we can have it exclude certain holidays from our "Biz Days".

This feature would allow us to view the estimated workload for the team in a summary formatted by person on a daily/weekly basis. Bonus would be importing our actual time, so we can run budget-to-actual reports within Keeper.

Right now, standard users can only see their list of timers, not any reporting. Standard users should be able to see reporting that is filtered for only their own timers.