Feedback

Allow users to add Month End Close reports to project templates so that they can more easily setup their Month End Close projects using the FC reports

It would be so helpful if there was a simple way to request vendor emails from clients when in the 1099 and W-9 Preparation. It would be ideal to request the email right in the report.

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.

Create a report in the Month End Close tool that lists out all the transactions that have been shared with the client, so that I have visibility into what my client has in their portal I can more easily manage questions and responses I can track what is still outstanding because I'm waiting on a client response

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

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.

Instead of choosing which accounts, vendors, etc. to exclude in the Month End Close reports, let users choose to INCLUDE as this list is sometimes much shorter

When publishing items from recat, when I mark that there are taxes on an item it changes the total in QBO. Taxes added on top of previous total.

It seems like you're only able to add W9 information for a vendor after uploading a file. If we don't have an electronic version, it'd be nice to be able to enter the information and mark the vendor Ready to File without having to add an upload.

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