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Billing (170)
Client Portal (42)
Client Dashboard (65)
Document Management (45)
Integrations (43)
Notifications (25)
ReCats and Month End Close (17)
Time Tracking (49)
Workflow (145)
Email (71)
Reporting (54)
Team Members (14)
Settings (15)
Team Chat (23)
Filter, Sort, & Search (35)
Client Chat (33)
Security (8)
Project Templates (19)
Client Tasks (42)
Automation (19)
Projects with No Due Dates
Would be nice to be able to select projects that have NO due date.
1
10
Ability to create a recurring task by day
Ability to create a recurring task by day, I want to be able to create tasks on , for example, Monday, Wednesday, Friday.
0
9
Notes section in projects
Would like a notes section on project tab
8
·
in progress
36
Task dates to align with IRS estimated payment dates..
this is a royal pain, please ease the pain!
0
4
Tasks that have multiple or cross-project dependencies
I.e. when Task X and Task Y are completed, then task Z can begin. Either tasks in same project or even within another project would be ideal.
0
3
Team Task/Client Request Dependency
When creating a template, having the ability to add a dependency on a Team Task or Client Request that would add a new Team Task or Client task after dependency has been met.
0
3
Push Changes to Templates to Existing Projects
This will allow you to push the changes or improvements made to a template to all the projects that were previously created by that template. This will make it easy to update and improve your workflow checklists over time as your process changes.
11
634
Files Uploaded on Team Tasks or Client Tasks Display on the Project
Whenever either a team member or a client uploads a document to a task, show that same file on the "Files" tab of the Project so that it's easy to locate uploaded documents.
7
·
planned
52
Assign Project Roles to Clients
Example if the Bookkeeper is "Jane Doe" then all new projects assigned to "ABC Company" will auto select Jane as the assigned team member to those tasks.
0
4
Ability to bulk edit tasks
Ability to bulk edit tasks
5
327
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