Accounting Feature Requests

Expenses were entered and assigned to projects as reimbursable. Created an invoice and selected to add reimbursable expenses. All remaining expenses not previously assigned to a project appear requiring you to go back to expenses to identify which ones align with each project. When invoicing a project and selecting expenses, only those expenses assigned to that project should appear.

Many of the expenses that are being auto-added through Plaid are coming in with the wrong category. It would be very helpful to be able to multi-select and change the category all at once, rather than having to individually go into each expense to recategorize.

In the Accounting tab, you can see the totals of invoices that are sent, paid, etc in the dashboard. It would be really REALLY awesome to see the totals of the pending invoices that are in draft too! I can easily have 20-30 draft invoices waiting to go out, and it takes time to manually add these up to get a clear picture of my upcoming billing.

I would like to a "Tax Hub" where you can do what I just mentioned, but also store all 1099's, W-9's, paid invoice receipts, and purchase receipts. Also maybe include some sort of calculator where you can calculate 28% or 30% of each incoming invoice so that you know how much to set aside for taxes.

Currently, bank account connections only import expenses. I can add payments outside of invoices or Moxie one a time. I don't always invoice. I get paid via Venmo, PayPal transfers, and commissions/royalties directly deposited on my business checking accounts. I don't want to be entering a hundred transactions one at a time. We can already import expenses, and invoices in bulk...why not payments? Similarly situation with bank account integrations were only the expenses are pulled in.

It would be nice to have categories for the income received. When doing taxes so that income is broken down by category on the report.

I'd like to be able to edit the existing expense categories and also be able to add income categories. A reporting feature for expenses and income would be good too.

Would be nice to have some way to set annual/quarterly/monthly financial goals and see progress against those.

I have expenses that I need to track for specific clients. I'd love an Expenses tab to be added to the client overview so I can view them directly by client instead of sorting through the accounting tab.

It would be great to have reports in bar graph instead of just line and have option to compare with previous month and period. It would be really helpful to see the report this way for better understanding of income flow.