91 results found
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Add 'Credits' data to Insights for billing reporting
Add 'Credits' data to Insights for billing reporting, such as seeing invoices and applied credits.
9 votes -
YTD Revenue Should Include Clients Marked "Inactive"
We believe YTD Revenue should include Clients marked as "Inactive" as their revenue still should still be considered without it affecting our Contact count. Also PY Comparison of Revenue would be nice to see you. Thank you!
17 votes -
Recurring Secure Upload Links (automated)
We have some clients who want their office managers to be able to send us certain reports each month. The individual does not need access to the portal and the client's personal information. If we could have the link sent once a month as a reminder for the reports that would be a huge time saver for us. The links expire in two weeks so there's no way to give them a link without expirations. A recurring secure upload link would be a game changer for us!
16 votes -
Expense Note as the Description Line in Invoice
When adding an expense to the invoice, be able to also include the note that is with the expense in the description line on the invoice , therefore making it easier for the client to know what that is for AND saving time by not having to duplicate what is already there
12 votes -
Add opt out option for scheduled liveboard emails
When someone else schedules you to receive a liveboard email (e.g. hourly, daily, weekly, monthly), there is no "opt-out" function. I am able to see that someone else created a schedule that includes me, but I cannot edit it and remove myself. There is also no opt-out option on the email I receive.
3 votes -
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 -
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 -
2 votes
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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 -
Ageing Reports
Ability to run aging reports for the company but also for each employee. This would include Tasks and subtasks.
7 votes -
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
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