Feedback

It would be very helpful if we could filter the amounts in the billable column of the unbilled screen by amounts great than an amount. This would allow us to do progressive billing through a period for clients that have exceed an amount of accumulated unbilled time.

It would be really nice to be able to pay multiple invoices with one payment. And for clients to be able to use the saved payment information to process payments.

It would be really nice if we could have the funds processed as quickly as the US folks. A week is quite awhile to wait for funds in 2026 - especially if they are paying via credit card.

Create a page for Proposal templates so that users can create, edit, and delete proposal templates as needed.

Once a proposal is signed, automatically create a project based on the settings for the proposal itself. With the project-based billing feature, ensure you can set a dollar budget when creating the project.

Add an option to automatically raise the fee on a recurring invoice or proposal by a set amount or percentage on a yearly cadence, without manually editing each invoice or re-sending the proposal for client approval. Firms that lock in an annual price escalation at engagement time need the recurring charge to step up automatically each year (for example every January 1) rather than staying flat or requiring a newly signed agreement each time.

On your billing platform, it would be nice to be able to set up late fees as a percentage or flat fee to be charged when the invoice becomes X amount of days late.

When adding unbilled time from the invoice itself. A date range should be added. Right now, it shows ALL unbilled time.

It would be great to have more flexibility in the proposal creation. Specifically, it would be great to be able to CENTER the package headings. Additionally, it would be great to drag & drop the service items (to easily reorder them, instead of deleting and starting over).

When I create a proposal for a client in FC I would like to be able to download the PDF and send it to the client for review sometimes. I.E. they don't have time to meet, they aren't as tech savy to view, as a preview before a meeting, or to use it for client pricing updates. However, when I download the PDF now the formatting doesn't look, some of the items don't fit on the page and there is no way to distinguish between what is optional and what is not.