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Billing (363)
Client Portal (92)
Client Dashboard (109)
Document Management (95)
Integrations (65)
Notifications (68)
ReCats and Month End Close (114)
Time Tracking (101)
Workflow (278)
Email (115)
Reporting (86)
Team Members (29)
Settings (23)
Team Chat (33)
Filter, Sort, & Search (56)
Client Chat (49)
Security (18)
Project Templates (43)
Client Tasks (76)
Automation (27)
API (14)
AI (13)
E-Signatures (4)
Exclude Weekends
If a task is due on a certain date (i.e. the 25th) of every month, it would be great to be able to move the due date up to the Friday before if the due date falls on a weekend.
11
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Workflow
·
under review
164
AI Rename FIRM Files
Extend the function of the AI File Rename tool to FIRM uploaded files as well so that all files uploaded into my account can follow the same naming convention.
3
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AI
·
under review
14
ACH payments take a week to process
Is there a way to collect ACH payments quicker than a week? We are finding that it is easier, faster and no fee associated if we debit amounts due ourselves through the bank. It takes a long time to process through Financial Cents billing.
13
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Billing
·
under review
118
Implement Quality Control Reports
Create the Quality Control reports section as part of the Month End Close feature!
4
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ReCats and Month End…
·
under review
41
Duplicate Vendors
Create a report that shows potentially duplicate vendors so that I can easily move transactions over to the correct vendor and then archive the duplicate.
2
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ReCats and Month End…
·
under review
47
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