Feature Requests

Custom branding for accounting firm/interface. Would be great to add our colors and own branding (accounting firm request - Kranz)

Enable users to quickly see how much categorization work remains for a company by displaying the % of transactional value categorized and finalized for a given time period, on the dashboard.

Add an account status card to the dashboard to give users quick visibility into the state of their account so they can understand if they have any immediate actions they need to take to ensure their data is accurate.

Be able to edit/remove/delete classes from the Settings page

A user adds receipts, documents, memos and payees to ACH transactions, but they only show up as a general pay money out.

Use the same date picker across the app

Jess Chan (Longplay Brands) couldn't see the different colors/lines in this block. To her, she just saw one big color block.

There is no ability to remove yourself from an account. You can add yourself, but you cannot remove yourself.

Uncategorized doesn't let you "move a date". We should at least add a prompt or help text explaining this.