Clients with audit requirements often have to show that expenses went through an approval workflow before making it into accounting software. Could there be an option to require a client approval before the transactions are removed from their dashboard and come to our accountant dashboard? Then could that data be included on the export, so that the client user that clicked "approved" from the client dashboard would be listed on the export from categorized transactions? This would fulfill audit requirements for many clients. thank you!
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In Review
Feature Requests
6 months ago

bekah@liveyourparable.com
Get notified by email when there are changes.
In Review
Feature Requests
6 months ago

bekah@liveyourparable.com
Get notified by email when there are changes.