Feedback

Build out more features that streamline the month end closing process.

Create a report in FC as part of the Month End Close feature to see which vendors are missing a 1099. Then, let users easily send a W9 request to those vendors

I love Xero. I'd love to move clients to Xero. But I also love the recat feature. Can we get recat to work with Xero too?

I understand that the Transactions column is available in the Client Dashboard, but we also need to see it in our specific assigned Workflow screen. It would be helpful when looking at our assigned group of clients versus having to view ALL clients that we are not responsible for. Can that option be added to our Workflow reports too?

These are two things that make ReCats almost unusable to me right now. Many of my clients require that invoices are posted using products/services instead of categories (integrations with their construction management systems). Right now, I either have to post them to categories and then go into QBO and make the changes (really tough to track and time consuming). We need the ability to post transactions to EITHER categories OR P/S. The second issue is when there is a transaction that is either a bill payment, deposit receipt, invoice payment, etc. (anything other than just a simple expense). For example, if a client says "this is payment for invoices # ___ and ___", there's no way for me to post that to AR under the customer's name (even if I would have to match the invoices afterwards, I am willing to do that), because AR can't receive transactions with tax tracking. SO I have to delete all of these, lose the info that the client wrote in the description, and post them in QBO. We need the ability to use transaction types like transfer, deposit, etc. which would bypass the need for a tax code.

To be able to hit more than one account on the ReCats - my clients have many transactions that are split between different accounts. It would be nice to have the option to do that.

Add a column on the ReCats UI to state when a reminder was last sent for a transaction, and when the client was first notified of the transaction for logging purposes.

When a client puts a description of the uncategorized transaction and it's for a vendor that doesn't exist in QBO, you have to go create it in QBO before you can select it in the recats screen. I'd like to be able to create a new vendor and push that to QBO from the recats screen.

I want to be able to pull all the transactions in a GL for a specified period of time and send it to the client to 'approve' or they could make a note directly there about where they'd like a particular item moved to. I'll give you two use case examples. I'm in Canada so meals have some ambiguity and I explain the guidelines to clients and then leave it up to them to decide what will be coded to meals. Periodically (once a month, quarter, or year depending on volume), I send the client all the meals transactions and have them confirm that they meet the guidelines. Another one is due to/from shareholder. Same thing, periodically I send the client all the due to/from shareholder transactions and have them make sure nothing is actually a business expense. The process right now is to download this in excel, format it for the client, copy it into a word document, upload it to adobe & add space for them to make notes and sign their approval. I'd love if recats could pull these lists for me and have the client review it, make notes as necessary, and sign for approval without me having to do more than set a date and send (or, even better, set it to recur automatically at whatever period I want). I don't need or want the client to approve each individual line item, just make a note if something should change and approve the whole list. I would pay the $4 per client for this if it worked for many (most?) of my clients. Perhaps this is part of the month end close automation but if not I'd love to see it as part of recats. As it stands, I find recats less than useful for categorizing uncategorized transactions (which I believe is its intended purpose - I made another post about this already: 'make recats less clicky').

From the Client's view in Recat, add a field so the Client enter the class or location associated with the transaction. This is a dependency for running Financial Statements by location or class in QBO. It should be a quick and easy/win. Mark