Portal_Web_App

Add Slack Integration

#150 opened 2025-02-13 08:20:55 +00:00 by gtmadev

priority::medium type::Feature Request

Helpdesk/Chat Integrations

#151 opened 2025-02-13 08:20:55 +00:00 by gtmadev

priority::low type::Feature Request

Show credit line items in QB Online portals

#142 opened 2025-02-13 08:20:52 +00:00 by gtmadev

priority::medium research type::Feature Request

Ability to auto-apply a discount when someone pays

#140 opened 2025-02-13 08:20:52 +00:00 by gtmadev

priority::medium type::Feature Request

Customer Self Registration Feature

#136 opened 2025-02-13 08:20:49 +00:00 by gtmadev

on-hold priority::low research type::Feature Request

Google Drive Folders Set/Override folder name

#132 opened 2025-02-13 08:20:48 +00:00 by gtmadev

priority::medium type::Feature Request

Ability to send all unsent invoices to customers without turning on billing automation

#110 opened 2025-02-13 08:20:39 +00:00 by gtmadev

priority::medium type::Feature Request

Adding Payments without applying to invoice

#109 opened 2025-02-13 08:20:38 +00:00 by gtmadev

priority::medium type::Feature Request

Add basic project visibility in Customer Portal

#98 opened 2025-02-13 08:20:34 +00:00 by gtmadev

on-hold priority::low type::Feature Request

Add support for title and suffix of customer name

#93 opened 2025-02-13 08:20:32 +00:00 by gtmadev

priority::low type::Feature Request

Recent transaction query needs to take advantage of pre-aggregated data

#92 opened 2025-02-13 08:20:32 +00:00 by gtmadev

priority::medium type::Feature Request

Add ability to hide voided invoices from customer portal views

#88 opened 2025-02-13 08:20:29 +00:00 by gtmadev

priority::medium type::Feature Request

Estimates/Quotes

#87 opened 2025-02-13 08:20:29 +00:00 by gtmadev

priority::medium type::Feature Request

SAML Single Sign On for GoToMyAccounts

#86 opened 2025-02-13 08:20:29 +00:00 by gtmadev

on-hold priority::medium type::Feature Request

Can't deactivate inactive QBO customer who were previously active

#85 opened 2025-02-13 08:20:29 +00:00 by gtmadev

priority::medium type::Feature Request

Invited users list with status

#83 opened 2025-02-13 08:20:28 +00:00 by gtmadev

To Do priority::medium type::Feature Request

Sort by Customer Access

#79 opened 2025-02-13 08:20:27 +00:00 by gtmadev

priority::low research type::Feature Request

Allow custom fields to display in transaction grids

#76 opened 2025-02-13 08:20:26 +00:00 by gtmadev

priority::medium research type::Feature Request

Enhanced max spend rules to not allow multiple charges within specific period

#72 opened 2025-02-13 08:20:24 +00:00 by gtmadev

priority::medium type::Feature Request

Ability to set a default payment method per customer user

#69 opened 2025-02-13 08:20:23 +00:00 by gtmadev

priority::medium type::Feature Request

Add ability to add credit memos as attachments to email templates

#68 opened 2025-02-13 08:20:23 +00:00 by gtmadev

priority::medium type::Feature Request

Ability to print transactions/account summary

#66 opened 2025-02-13 08:20:23 +00:00 by gtmadev

priority::low type::Feature Request

Link invite and password rest emails (log) to customer records

#65 opened 2025-02-13 08:20:22 +00:00 by gtmadev

priority::low type::Feature Request

Portal reward program for portal customers

#62 opened 2025-02-13 08:20:22 +00:00 by gtmadev

priority::low type::Feature Request

Support for refund receipts

#60 opened 2025-02-13 08:20:21 +00:00 by gtmadev

priority::low type::Feature Request

Alert users when QB Online authorization invalid or disconnected

#59 opened 2025-02-13 08:20:21 +00:00 by gtmadev

Doing priority::medium type::Feature Request

Add ability to pay more than total amount due on an account

#57 opened 2025-02-13 08:20:20 +00:00 by gtmadev

priority::medium type::Feature Request

Add warning to online check screen re: account type

#52 opened 2025-02-13 08:20:19 +00:00 by gtmadev

priority::medium type::Feature Request

Ability for customers to apply credits to invoices in portal

#51 opened 2025-02-13 08:20:19 +00:00 by gtmadev

priority::medium type::Feature Request

Ability to set new invoices as "pending"

#54 opened 2025-02-13 08:20:19 +00:00 by gtmadev

priority::medium type::Feature Request

Portal company name as email template placeholder

#50 opened 2025-02-13 08:20:18 +00:00 by gtmadev

priority::medium type::Feature Request

Add ability to view/edit customer's tax ID in portal.

#49 opened 2025-02-13 08:20:18 +00:00 by gtmadev

priority::medium type::Feature Request

Tag-based automation schedules

#48 opened 2025-02-13 08:20:18 +00:00 by gtmadev

priority::medium type::Feature Request

Allow printing multiple check draft pages when using single check form

#47 opened 2025-02-13 08:20:18 +00:00 by gtmadev

priority::medium type::Feature Request

Ability to send SMS notifications (in addition to emails)

#46 opened 2025-02-13 08:20:17 +00:00 by gtmadev

priority::medium type::Feature Request

Custom (dynamic) css for hamburger menu is always white

#45 opened 2025-02-13 08:20:17 +00:00 by gtmadev

priority::medium type::Feature Request

Internal RedisConfig framework needs to have a fallback

#44 opened 2025-02-13 08:20:17 +00:00 by gtmadev

priority::medium type::Feature Request

Ability to send invite emails to all users on a customer account

#43 opened 2025-02-13 08:20:17 +00:00 by gtmadev

priority::medium type::Feature Request

New Report: list of customers who have not responded to dunning message(s)

#41 opened 2025-02-13 08:20:15 +00:00 by gtmadev

priority::medium type::Feature Request

Omit certain days (holidays) for automations

#40 opened 2025-02-13 08:20:15 +00:00 by gtmadev

priority::medium type::Feature Request

Add ability to see unapplied payment balances when making payments

#32 opened 2025-02-13 08:20:13 +00:00 by gtmadev

type::Feature Request

Add invoice date to payment record detail lines

#24 opened 2025-02-13 08:20:09 +00:00 by gtmadev

To Do type::Feature Request

Allow customers to setup check draft (bank info) in advance

#22 opened 2025-02-13 08:20:08 +00:00 by gtmadev

type::Feature Request

Make alternate login methods not display by default

#21 opened 2025-02-13 08:20:08 +00:00 by gtmadev

Doing priority::medium type::Feature Request

Add ability to automate an account "clean-up" routine

#19 opened 2025-02-13 08:20:07 +00:00 by gtmadev

priority::medium research type::Feature Request

Add BTC Payment Method

#17 opened 2025-02-13 08:20:07 +00:00 by gtmadev

Doing type::Feature Request

Create new "customization" permission

#16 opened 2025-02-13 08:20:07 +00:00 by gtmadev

Doing type::Feature Request

Allow 3 decimal places for percentage based transaction fees on payment gateways

#15 opened 2025-02-13 08:20:07 +00:00 by gtmadev

Doing priority::low type::Feature Request

Add Support For OneDrive

#14 opened 2025-02-13 08:20:06 +00:00 by gtmadev

priority::medium type::Feature Request

Add email templates for OTP email.

#10 opened 2025-02-13 08:20:06 +00:00 by gtmadev

research type::Feature Request

Implement Customer Notes Feature

#3 opened 2025-02-13 08:20:04 +00:00 by gtmadev

priority::medium type::Feature Request

Add ability for other recipients in same customer account to be able to see who else received the same email?

#8 opened 2025-02-13 08:20:04 +00:00 by gtmadev

priority::medium type::Feature Request

Allow adding metadata key/value pairs with Stripe payments

#5 opened 2025-02-13 08:20:04 +00:00 by gtmadev

To Do priority::medium type::Feature Request

Add ability to email payment receipt from portal for payments added inside QuickBooks

#4 opened 2025-02-13 08:20:04 +00:00 by gtmadev

Doing priority::medium type::Feature Request

Attach all open invoices to automated invoice emails

#89 by gtmadev was closed 2025-02-13 08:20:30 +00:00

priority::medium type::Feature Request