Feature Requests

The capability to Enter a prospect/client into an automated email workflow (ex for follow-ups, onboarding, offboarding). Editing the workflow and emails and having the option for automatic opt-outs if the client responds to the email (especially for follow ups for prospects after discovery calls etc.) This would help streamline processes.

Hasn't been working for a week ;-)

I'd like to connect Invoice to Wise to collect payment.

Please update us via email (& the changelog) when you make changes to the platform. I had been uploading files and my clients weren't receiving notifications. I've only just realised that you have now set files to 'private' after upload (which is much better BTW) however this was not clear and it took me a day to work out why they weren't getting the notifications. I finally noticed you changed the text in the blue box to say this, but if you are a regular user of Indy you would not have noticed this and assumed it still said file notifications are sent straight away. Another option would be to have a big pop-up to tell Indy subscribers when a change has been made.

I'd like to be able to access Indy while on the go from my phone.

Including dark mode to the app/dashboard completely

I keep a lot of documents in Google Drive and DropBox because that's how I share with clients. I'd really like the ability to take documents from Google Drive/Dropbox (or whatever people may use) and link them to Files so that I can create a view specifically for my client that's only the information they need. So far I tried uploading a google doc but it looks like I can't view it, only download.

It would be very handy to have tax totals displayed in the invoice tiles as well.

It would be great to see Indy handle tax withholding/IRS payment submissions in the future.

Dear Indy Team, I'm requesting some new features that would significantly enhance WeAreIndy's accounting capabilities. These features would streamline my workflow and allow me to manage client projects more efficiently. Proposed Features: Accounting Income & Expense Tracking: Ability to track income and expenses associated with each client project, allowing for accurate project profitability analysis. Profit & Loss Statements: Generation of project-specific profit and loss statements for a clear view of financial performance. Vendor Management: Ability to manage vendor information within the platform, including contact details, payment terms, etc. Integration with more popular payment gateways (Payoneer) Customizable expense categories to track different types of costs (e.g., travel, marketing, office supplies). Ability to scan and upload receipts for easy expense tracking. I'm eager to see how Indy continues to evolve and look forward to these improvements. Thank you for your time and consideration.