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Billing (240)
Client Portal (54)
Client Dashboard (78)
Document Management (57)
Integrations (52)
Notifications (31)
ReCats and Month End Close (48)
Time Tracking (67)
Workflow (188)
Email (97)
Reporting (61)
Team Members (18)
Settings (19)
Team Chat (26)
Filter, Sort, & Search (39)
Client Chat (35)
Security (13)
Project Templates (34)
Client Tasks (52)
Automation (21)
API (3)
AI (2)
Closed Project Report
Filter for "Close Date" on projects on both the: Workflow > Projects page, and Workflow > Insights report That way, users can efficiently report on completed work.
6
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Reporting
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complete
21
Export Payments Report
Give users the ability to export the Billing > Payments report so that they can perform any additional analysis they might need.
3
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Reporting
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complete
14
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