Feature Requests

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.

Allow for renaming coa ledgers

For weekly update or transactions, difficult to tell which client requested info.