91 results found
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How to stop files from sorting alphabetically automatically?
While I am in a file and renaming it, can it not be sorted alphabetically while I am still in the file? I need the list of files to stay sorted by date so I don't lose sight of new files.
1 vote -
Add Workspace Name to Email Notifications
Make it so that the name of the workspace is on the body of the email so we know which workspace that client pertains to. We manage multiple workspaces and received several notifications at a time. It can be difficult to differentiate which workspace the notification is coming from unless you know all the clients.
1 vote -
Include a report that will track the number of tax returns prepared.
Include a report that will track the number of tax returns prepared. Specifically, including when the documents have been received from the client and when the return was completed and filed.
18 votes -
Allow the calendar to assign tasks for blocks of time, similar to UseMotion.com
It'd be nice to plan out my day using AI or being able to drag/drop active tasks to the calendar.
1 vote -
Make client name mandatory
We would like for our client names to be mandatory so that something doesn't accidentally get missed in billing.
1 vote -
Time viewing permission cross into Insights
If the permission "Team Member Saved Time" is disabled, team members will not be able to see other team member's time. However, they will see that time in detail and even drill down that data if they have access to Insights. Please have permission sets that hide other team member data cross into Insights to keep that data hidden.
1 vote -
Pull the "Source" custom field into Insights.
Please create a feature that will allow the "Source" custom field to be pulled into Insights.
4 votes -
2 votes
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New Report that Shows Task & Time Percentages
Creating a new report like the "team Member Productivity showing:
Hours Work/ Budget
Total Task/Total Completed Task.That allows our firm to track better the work of my team members.
12 votes -
Ageing Reports
Ability to run aging reports for the company but also for each employee. This would include Tasks and subtasks.
7 votes -
More Detailed Productivity Reports for Subtasks
Please add have a report that can be downloaded that compares actual vs. budget time with a variance column per sub-task for more clarity about the Productivity
4 votes
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