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  1. USER - ADD FEATURE IN USER, WHO CAN VIEW DATA, ONLY FOR SPECIFIC FINANCIAL YEAR!

  2. How to view data based on fiscal year? By default.

  3. the data from reports should be emailable directly withoput having to save a PDF of that data

  4. Allow users to handle the data and transactions for assigned vendors only.

  5. Include data for Trailing Twelve Months (TTM) in Dashboard

  6. Magnifier for receipts. Need to be able to zoom in on receipt images to see data more clearly.

  7. make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction

  8. Allow inventory data to be editable in a sheets view like ZohoCRM

  9. Three types of User roles expected 01. Data entry operator 02. Entry approver or Accountant03.consultant04.Admin  ·  Available

  10. There can be a editable and non editable of field data of stock items in invoicing.

  11. Reduce the size of mobile uploaded receipts!! It takes over 30secs per receipt over mobile data

  12. filter sales by more filter rules  ·  Planned

  13. Administrators connection to Client Portal's to validate data displays corrently

  14. Be able to pull total project cost data from the project list pull from the API

  15. A more refined Search query by any word term  ·  Available

  16. Location data

  17. API invoices: output should contain a field 'project' if an invoice is related to a project.

  18. Export Invoices, Estimates, Payments, Etc. Filter by Date  ·  Available

  19. Purchase Order approval process  ·  Completed

  20. Customizable Statements with reference data

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