Saturation

When a transaction is made we need a client name field that integrates with QBO to bring over the client name in addition to the project/class name for reporting purposes. (P&L by Client)

The issue is that we already have a subtotal for Q thru Z and want to incorporate that with an additional line item, which doesn't seem possible with this current version? Ideally the post production total would be the 5940 + 1888 but we can't incorporate those lines without also incorporating the entire production amount above what's pictured.

It would be great to have a way to track if our vendors have onboarded. If there is a way we would be able to invite vendors to onboard and track their progress (who have completed vs. who has not), that would be crucial. Maybe there is a way where on our end we could put their name and emails in the Contacts, and be able to bulk select, then Invite them to onboard?

Ability to add background color for different phases on the PDF builder

Need a role that allows a bookkeeper to view, categorize, and sync transactions to QuickBooks Online, without the ability to manage funds, issue expense cards, or adjust project allocations. The current Accountant role is the only option that grants QuickBooks sync access, but it bundles in full financial management permissions (fund management, expense card issuance, bill pay). This is too much authority to give to a bookkeeper, who should only have access to the accounting/transaction workflow. Requested Solution: Either add a dedicated Bookkeeper role with the following scoped permissions, or allow workspace owners to customize role permissions: View transactions across all projects Categorize transactions and edit GL codes Sync transactions to QuickBooks Online No access to manage funds or project allocations No ability to issue expense cards or process bill pay Production companies often work with external bookkeepers who need QuickBooks sync access but shouldn't have spending authority. The current all-or-nothing Accountant role creates a trust/security gap for these workflows.

Enable line items (e.g. prep, wrap, travel days) to automatically calculate as a percentage of a base rate (e.g. day rate), and dynamically update when the base rate or vendor changes. Currently, line items are static. When a vendor’s day rate changes—or when switching to a different vendor—dependent costs like prep, wrap, and travel (often set at 50% of the day rate) must be manually updated across all entries. This is time-consuming and prone to errors. Solution - Introduce dynamic, formula-based line items that reference a central base rate. Ability to define a base rate field (e.g. “Day Rate”) per vendor or line item group Support for formula-based columns, such as: Prep Day = 50% of Day Rate Travel Day = 50% of Day Rate Automatic updates when: The base rate changes A different vendor is selected (with a different rate) Ability to create and reuse templates or automation rules for these structures Optional: Ability to store default rates at the vendor/contact level

Right now, it creates the new project in the workspace dashboard, even if I create the project within a space.

When I'm almost done filling out the panel to issue a new card and accidentally click on any of area outside the panel (like the ones circled in red) - The entire panel goes away with nothing saved and I have to start over again. I would recommend having a confirmation of "Are you sure you want to leave the issue a new card window? Your progress will not be saved" for example...

Would definitely be useful for projects spread over time / date range or multiple countries etc

Ability to save a template to the project, not just public and workspace. Have a template that just lives in my project.