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Changelog

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1188

Roadmap

Under Review

"Download All" capabilities
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Forms and Organizers
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Fixed Expense Tracking to be invoiced
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SharePoint Integration
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Planned

Delete or Archive Payment Methods
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Request Vendor emails from Clients to collect W-9’s and send 1099’s
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Exclude Weekends
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the Ability to charge late fees on past due invoices
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Client Statements
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In Progress

Automation that removes ALL tags when task or section is completed, instead of having to do that for each tag.
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Add proposals to client's profile
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"Include" (vs. "Exclude") Option on Filters
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Create Vendors within MEC Reports
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API for pushing client tasks out
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Mark a Section as Non-Recurring or Recurring
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Project Based Billing
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Account Reconciliation Report
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Print from Tax Software to Financial Cents
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One Drive Integration
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Google Drive Integration
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