Moxie
Roadmap
Feedback

Boards

General Feature Requests
524
Communicator feature requests…
61
Invoicing Feature Requests
102
Time Tracking Feature Requests
59
Project Management Feature…
129
Agreements (Version 2)
79
Calendar/Scheduler Feature…
55
Accounting Feature Requests
65
Client Portal Feature Requests
56
Requests / Ticketing Module
31
Integration Feature Requests
44
Public API and Webhooks
12
Sales Pipeline / Automations
43
Usability Issues
28
Bugs
45
AI Assistant
3

Roadmap

Planned

Agreement CSS
Agreements (Version 2)
Workspace Branding Set
General Feature Requests
EN 16931 - New EU e-Invoicing standard compliant invoices
Invoicing Feature Requests
Project/Task/Deliverable Dashboard and/or Reporting
Project Management Feature Requests
generate eInvoice format for german based users.
Invoicing Feature Requests
Project Management Settings - Recurring Tasks, Recurring Type
Project Management Feature Requests
Include unscheduled To-Dos in Homebase
Project Management Feature Requests
Scheduled invoices
General Feature Requests
Ability to add additional pipelines
Sales Pipeline / Automations
Convert todo's to tasks
General Feature Requests
iPhone app cannot pick custom template when emailing an invoice
Bugs
Homebase Includes Items by Start Date
General Feature Requests
Customizing the Ticket Emails
General Feature Requests
Support for multiple compounded tax rates
Invoicing Feature Requests
Google Drive Integration
Integration Feature Requests
Show invoice sent/paid in project list view
Project Management Feature Requests
Bulk email all clients / prospects
Communicator feature requests & bugs

In Progress

Have the ability to put projects on "hold" and see "progress" in list view
General Feature Requests
Deliverable/task due date reminders
Project Management Feature Requests

Complete

Form Builder: Bug when dragging elements
Bugs
https://vimeo.com/1052407679/00b2561a37
Bugs
Assigning a task to a time entry doesn't work
Bugs
The "Insert template" button when sharing an agreement is unresponsive
Bugs
Opportunity Tokens not populating in the agreement email.
Bugs
Client portal Invoice Token not working on View Invoice
Bugs
When you move a task to another project the time on that task doesn't move
Bugs
Bulk edit tasks
General Feature Requests
Aggreement Expiration Date Token
Agreements (Version 2)
Token for Agreement Expiry Date
General Feature Requests
Critical Bug: Invoice Formatting Lost After Editing, PDF Output Completely Unreadable
Bugs
The ability to hide unused features from the main menu
General Feature Requests
Agreements button invisible in dark mode
Bugs
Tiny Error with Bulgarian Translation
Bugs
Invoice node does not bring in line item description
Bugs
Per Item Products In Proposal - Customer Set Quantity
Agreements (Version 2)
The project applied to an expense and tax applied doesn't come through on the invoice
Bugs
View Subscription
Bugs
Cursor disappears when editing text elements in Agreements
Bugs
Pipeline custom fields cannot be shown on card?
Bugs
Timezone filter in meeting scheduler not returning results
Bugs
Team member circle still showing after removed
Bugs
Team member icon in portal
Bugs
Can't have estimated hours as a decimal in Project Templates
Bugs
Bug for the help ticket link on the contact panel
Bugs
Powered by Canny