Feature Requests

When a client asks a question through the portal, add the ability turn this into a task.

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.

Include Journal Entries in the Vendor totals for the Prepare 1099s report.

Ability for tasks to have relationships between each other. Ideally, we could set up dependencies where its apparent a task can't be done until another specific task(s) is complete. I.e. you cant do Cogs allocations until all transactions are coded from the bank feed. Or you can't perform inter-department allocations until payroll is posted.

Would be convenient to be able to bulk assign due dates and assignees for each section in Templates (like you can on the Close Page).

I would love to be able to choose a year as the search dates. The past year function doesn't work for clients that have bookkeeping done once per year.

Change the date ranges for metrics to be periods other than the trailing 12 months.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

It would be helpful to be able to drag a task from let's say custom to pre-closing instead of having to re-type the task again.