Feedback

Being able to change the invoice number after generated/synced to Quickbooks. I noticed that sometimes an invoice number will be reused in FC and will not sync the invoice over to QB because there is already an invoice with that number in QB. Would like to be able to change the invoice in FC after attempted sync to not be a duplicate.

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.

From Reports>Revenue Insights- when a report of payments gets exported. Payment method and date of payment to be added to the report.

The window portion to type into chat should be scalable.  Only about 4 rows show up.  It's difficult to work with a message that exceeds the lines that appear.   Enlarging the FC window does not enlarge the number of lines that appear.

I want to add my brand colors to my proposals. The green and black is off-brand for my business.

Whenever a file is uploaded to a Client Task, show that same file on the Project Files tab of the Project so that it's easy to locate uploaded documents.

Would like a notes section on project tab

Remove the option of "Mark Complete" from the client task of Signing a document. Or only have it available after the client signs the forms.

To make document management easier, it'd be helpful to give the option to bulk select and then copy files in the Project Files tab over to the Client Files tab so that I can pick and grab what I need when I need it.

The ability to have two note sections:  one that is for billable purposes and client facing, and the second for project notes that are internal and not client facing as to not carry into invoicing.