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Changing the primary cardholder on credit cards in joint accounts. Even when using Open Finance
Allow for a change in the primary account holder for credit cards on shared accounts. Even when using Open Finance, a card linked to a secondary account holder’s account appears as an expense for the primary account holder.
PDF Chart
Fix the chart in the monthly summary. When it's generated in the PDF, it's misaligned.
Automatic reconciliation between Open Finance and Forecast Entries
Hi, everyone! How are you? I’d like to suggest an improvement for the Open Finance integration, specifically regarding financial health forecasting. Currently, if I schedule a future recurring income or expense to simulate my financial health chart, the system duplicates the information when Open Finance reads the actual event, correct? It would create a new transaction instead of updating/reconciling with the “scheduled entry” I had already set. If this is actually happening, it would be great if the app had the intelligence to link the actual data from Open Finance to the estimated entry, keeping the chart clean and accurate. Is this feature on your radar?
Increase the limit on open finance accounts
The shared account plan should allow 3 automatic accounts per user; only 3 accounts for more than one user isn't enough.
Every 6 months (semiannually)
Have the option to renew every 6 months (semiannually). It would also be good to have the option every 3 months (quarterly) as well.
Virtual card limit (exceeding the actual limit)
Some cards allow you to make purchases that exceed the original limit, but the system does not allow you to enter amounts higher than the actual limit, even if the card has accepted the transaction.
Enabling the option to attach receipts for recorded expenses and income is essential for us to verify that a payment was made or received.
We often can't remember where the payment was made, or if we do remember, it takes a while to find the receipt at the bank, and if it was paid in cash, we get confused
Mobile platform.
I need to make some fine-tuning adjustments for mobile use, because information keeps piling up on top of other information. When I type a value or some text, the text is supposed to appear, but the scrolling and the preview of what I’m typing—with the keyboard visible—don’t show up. The page gets cut off when I minimize the keyboard, and I can’t scroll the page with the keyboard open. Sometimes I can’t drag anything because it doesn’t recognize the touch.
Field for late payment penalties and interest.
On the payment screen for an overdue expense, a field for penalties and interest (in a separate category) to track financial expenses
Attachment of proof
Hi, I think it would be helpful to have an option to attach payment receipts along with the platform description. Users could either attach them automatically when I upload them via the bot or attach them manually (this would serve as an extra confirmation, since otherwise I have to leave the site and look for something to make sure it was paid).
Add additional flags to credit card definitions and allow benefit cards
Add other credit card brands during registration. Examples: Elo American Express Also allow the registration of benefit cards such as: Alelo Banricard Ticket Pluxee
Average Daily Revenue
Could you add a daily revenue average? I use this to manage an MEI, and knowing whether my daily average revenue has increased or decreased would be very helpful for my management.
Change the amount at the time of write-off
When marking a debit/credit as completed, have the option to change the amount without having to open the edit modal. Some expenses have a small change in amount at the time of entry. This makes it easier when we do a weekly review and need to write off several entries.
Export to accountant - Complete
It would be helpful to be able to export the financial data to send to the company's accountant
Partial payments in transactions
Option to enter a payment amount that differs from the total transaction amount, allowing for partial income and expenses that leave a balance outstanding—very useful for income where we receive a down payment first and the remainder later.
The invoice date for the card transaction is not being assigned automatically - Resolved
When attempting to enter a credit card expense, the expense is being included on a past-due invoice. When adding an expense dated 03/23 to a card with a closing date of 12 and an expiration date of 20, the system creates the expense on the February invoice instead of the April invoice