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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)
Lock time sheets
Be able to select the individual time entries and lock them as a group, not individually
6
·
complete
25
Screenshots on Chat
Add attachments or screenshots to the chat feature with clients.
2
·
complete
5
Please remove this message
Refresh the page to get kickass new features Could you change this language to something a little more professional? It could easily say "Awesome" New features, "amazing" new features.
2
·
complete
2
Client Retainers
We have clients pay us before we do the work and need to be able to post retainer payments. We then perform the work and bill our time against the retainer. I'm kind of surprised this isn't already a feature.
16
·
complete
49
Fix issue with decimals auto populating and glitch
When editing or creating an invoice, the "Amount" field does not allow me to enter the full value. For example, when I try to type $100, it glitches and converts it to $1. Additionally, a decimal point appears and disappears randomly.
3
·
complete
9
Show Payouts in Progess - not just succeeded
I am trying to track my payouts and I see that the payous only show the succeeded dates. It would be helpful to add an in progress section so we know who has ACTUALLY paid.
1
·
complete
6
Copy Client Vault Info
It would be nice to be able to click on usernames, passwords, and custom fields by either clicking on them or a "copy" button
2
·
complete
6
Timer - Allow continuation of time
When editing past time entries, I’d like the option to mark the entry I'm in as “currently working” (like in QBO Tsheets). Right now, I have to stop my active timer to enter past manual time entries, then go back and fix the current entry—even though I’m still working. It would be better if I could log past time without interrupting the current running timer.
3
·
complete
4
Enable manual time entry while timer is running
Yesterday I did some work on client accounts that hadn't been assigned to me yet. Since I couldn't record any time entries on their projects, I wrote down the time I spent on them. Today, having gotten access to those clients and their projects, I went to record my missed time entries for yesterday. But I couldn't record them without stopping the timer tracking my admin work. I shouldn't have to clock out in order to do the work of logging my work hours. This is going to be an issue any time I need to edit my past time entries. Time spent manually recording time is also time that needs to be tracked.
2
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complete
18
See who completed a client task
Similar to how we can click into an internal task and see exactly who completed it and when it was completed, it would be amazing if this would be an option for client tasks as well, as sometimes it can be unclear if things are being marked internally or on the client side.
2
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complete
34
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