Feedback

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.

As part of the MEC feature, build out the P&L report so that users can do a final check on their client's books.

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.

It would be helpful to have an option to select the type of 1099 needed, along with the ability to add vendors that aren't listed. Vendors will get a 1099-NEC, but there are always exceptions. For example, if we need to send a 1099-MISC for rent, it would be great to have that listed on the screen. A couple of clients: I need to send 1099-INTs for interest paid. The W-9 is the same, but I would like to see an option on the firm side to specify which type of 1099 is needed.

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".

It would be helpful to have a comment feature next to each vendor in the 1099 & W9 Prep Report so our team can internally keep track of important updates and details over time linked specifically to each vendor. This would allow us better visibility over time as we work through our reviews. For example, we could leave a comment as to why a certain vendor is not eligible for 1099 reporting, etc.

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

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?

Extend historical timeframe to 18-24 months when reviewing inconsistent transactions (ex. insurance payments = once a year, don't want to go back into QBO and hunt for it). QBO also has this in there too.

We're noticing when we add items to 'ask my accountant' account in QBO that they're not showing up in MEC transactions to be reviewed - sometimes after refresh, sometimes after a few hours.