Feedback

When transactions are shared with clients, I'd like to be able to select what question populates in the memo.

It would be very helpful for both our internal team and clients if there was an audit log or trail of when transactions first were sent to the clients, when automatic reminders have been sent out, and when clients or the team make updates to the transactions.

Some of my clients have many employees - each with their own company credit card. It would be nice to be able to assign the correct transactions to the correct contact.

Create the Quality Control reports section as part of the Month End Close feature!

When using the MEC "1099 and W-9 Preparation" report, it would be very helpful to have the option to view or unmask the full EIN in Financial Cents. I also noticed that the "Track Payments for 1099" toggle is automatically turned on when a W-9 form is uploaded. This makes it very easy to accidentally mark a vendor for 1099 tracking. It would be much better if the toggle appeared on the information review screen alongside the W-9 preview, so we can confirm the correct 1099 tracking selection while reviewing the W-9.

There was an option for customers with Month End Close enabled to see Uncategorized Transactions at a glance from the Detail View of the Client and List View (e.g. Uncategorized, Waiting for Client, and Ready for Review). Please add a way for this to be visible again, rather than having to navigate to the Month End Close tab to view them.

Right now everything has to be linked to a specific transaction. Customer would like the ability to add her own standalone questions or notes into the client's list when they aren't connected to a particular transaction.

Please add the ability to customized the automatic message for the month end close categories. For example, "Expenses without attachments" comes up automatically with "What is this for" when I would like it to say "Do you have this receipt".

Allow creating of client-friendly financial statements from the MEC reports.

Create a report that shows potentially duplicate vendors so that I can easily move transactions over to the correct vendor and then archive the duplicate.