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UX (18)
Professional Request (82)
Founder Request (113)
ICP Request (3)
Integraton (15)
Functionality (13)
The ability to modify the columns / filter the Transactions page would be huge.
"Payee names are really important to me (reporting, 1099s, etc). The ability to modify the columns / filter the Transactions page would be huge." - request from MC on 9/17
1
·
complete
2
Synder Integration
2
·
complete
1
Dashboard for firms to manage user access
2
·
complete
3
Bulk import journal entries
Ability to import JEs through CSV upload
3
·
complete
6
Bookkeeping firm dashboard
3
·
complete
5
Export Transactions from Transactions Page as Filtered
Use same date picker and selection rather than making the user select dates again
1
·
complete
10
Transaction memo field
Since the Transaction Description cannot be edited, it would be helpful to have a "Transaction Memo" field similar to the Journal Entry Memo field, to add notes directly in the transactions table
3
·
complete
6
Edit Journal Entries (MJE)
Can only duplicate, void, reverse
2
·
complete
20
Bulk (Batch) classification
1
·
complete
5
Add Vendor or Customer on Split Transactions
Currently only one vendor or customer allowed per split transaction. Same for MJE
2
·
complete
12
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