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UX (18)
Professional Request (73)
Founder Request (104)
ICP Request (3)
Integraton (15)
Functionality (11)
Bulk import journal entries
Ability to import JEs through CSV upload
3
·
complete
6
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
Add Vendor/Customer Field to Manual Journal Entries
Add a way for a Vendor or Customer name to show up in the Dashboard P&L/BS/CF when the entry is from a manual JE.
1
·
complete
6
Dashboard for accountants to view all clients
3
·
complete
8
Default to Accrual View
Ability to set a default view to view so all reports start on that view
1
·
complete
4
Ability to edit bills
1
·
complete
2
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