Saturation

it would be very usefull to easily identify the estimates for every contact. It would be great if we could click on the contact name and see the total estimates before the transactions or, even better, to export the breakdown including contacts (like we do now with tags)

It would be great if one day we can have actual statements (pdfs that can be downloaded) - We move a lot of money and need to have a clear start and end date for transactions, also for recordkeeping/ reconciliations. Anything on the horizon? Is there a way to get them directly from Fifth Third Bank? Requested Fix Add support for downloadable bank statements (PDF format) with selectable date ranges. If possible, enable direct access or syncing from Fifth Third Bank to generate official statements within the platform. Include statements for credit card transactions.

I'm seeing a discrepancy between the total estimate of tagged items. I get different totals when using the Tag filter in app and include Tag Totals in export PDF. Looks like fringes are not being included in the PDF export.

I want the ability to see the 1.5x OT separately from the 2x OT for a line item.

Too easy to create duplicate vendors / contacts with .csv import. Could use the ability to merge vendors / contacts to prevent the need to manually re-assign to projects and actuals.

It'd be helpful to pre-arrange payments for people during the production process and be able to actually initiate them once you receive their invoice and update the payment if needed.

Quickly understand which contacts are in QB vs those that aren't. Sample mock attached.

Add guardrail (warning message) if customer edits the actual amount and it differs from transaction amount

I'd really love an API. I can do many of these features in Google Sheets already. While their UI/UX is far behind Saturation, their scripting engine and API make it possible to pipe this data around our company where we need it. Please implement an API so that this can be hooked into from external automation engines like Pipedream or Zapier.

Would love the ability to access via iphone app that displays properly. Very handy for field updates or on the go.