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Under Review

Use schedule name for tasks and allow links in schedule

Client Charge Out Rates

Enter Time and tick as complete

Enable hyperlinks in subtasks

Tooltip for full name of filter (for longer words)

XBert extension > run timer

Task Template Archiving Functionality

Note link tags for Adhoc tasks

Dynamic View this financial year

Client Groups as filters on schedules

Ability to reoder schedules on a template

Table format for a task or subtask description

Allow shared views to be limited to certain members

New Dynamic reporting period for This Quarter

Email in task improvement

Users that are no longer part of the organisation

Auto-assign an emailed in task to a template

Saved Filters - ability to re-order

Edit/ change tasks which actual time is committed to

Able to add/commit time when creating a task

Assign tasks in Template to other users

Assign User Role

Parent Templates, or Linking Templates

Bulk actions on the Priority Board

Add client name as a search keyword in XPM Link for actual time

Planned

Non-Workday feature to be customisable per template

Ability to duplicate the schedule for multiple users

Alphabetize the client list when editing default task time on schedules

On Demand Sync Feature/Button

Allow reports to be favourited so they appear at the top of the Reports page

Practice Report | Show Users w/o Saved Views

Outlook Extension

Support Separate Client Display Name from Connected Accounting File

Quickly turn a task on the workboard into a template that can be scheduled

In Progress

Ability to select which tasks or templates will get added for onboarding clients

Side Menu Improvement

Add Staff roles at same time as adding client

Bulk Delete/Remove Clients from Template Schedules

Bulk assign clients to client groups

Add Subtasks to individual Tasks

Role Allocation Update on Client Page to Update Current Live Tasks

Like button in comments

Ability to mark activity notifications as unread

Email for Activity Comments

Notify Assigned User when New Task added

Client Plans page - user access

XBert Intelligence date range improvement

Timer <> Process (Default: Billable or Non-billable)

Export to PDF improvement

Receipt Capture

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