Feedback

Add an Account Reconciliation report to the Month End Close reports so that users can quickly check if they're even ready to begin the month end close process.

There needs to be the option to hide transactions from sharing, in the new month-end close. The old recategorization option had it, now it is gone. Please add this back

In the old recategorization, there was an option to not add dates from previous years. So it would not pull in transactions from years that have been closed already. The new month-end close does not have this option. It would be very helpful, so we are not sending clients transactions to review from previous years.

This is software for real estate investors that is far more user friendly than QB for that group of individuals. It has grow quickly in its volume of business and would be a great value add for clients to be able to re-cat for all things month end close.

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

Especially as part of the "Missing Vendor" report, allow users to create vendors directly within Financial Cents so that they don't need to navigate away to QBO whenever they realize that they haven't yet created the needed vendor.

I had two instances where I had transactions sitting in Recat for a few weeks with a custom question I asked, and my client finally answered with "Yes". Problem is that I forgot the question I asked and have to go back to the client or have to spend time trying to decipher the puzzle. Additionally, the chat thread regarding the transaction can have valuable info and doesn't port over to QBO. Is there a way to import the chat thread attached to each transaction including the question that is asked to the client to the Memo of the QBO transaction?

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?

The show transactions with no attachments can be customized by date, which is great but if you export it, it exports all data. I need it to only export the period in which I customized inside of FC otherwise it goes back years.

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.