Added to Linear

Notification Email to all Users when Account Statements are uploaded

Consolidate account statements to one report if have multiple accounts (blocker to wanting to open new accounts)

Is there any way the donation, organization and document IDs look more user friendly?

if an account owner has a security freeze on their SSN there is always an additional step (sketch approval) which adds a day to the current process.. not sure how this will change when we bring this in house but e could add info in app to "please lift credit freeze"

A text field that says "Want to gift another type of coin? Enter the name of the coin here and we will be in touch" or something like this to accommodate other coin options instead of adding to widget

Track which user did which activity for each account

admin Users should be able to update donation designations - especially if we upload 40+ for some orgs

Show in the donations tab a tag on the donation that indicates if its a monthly donation

Be able to narrow parameters to "this"; this year, this month, this week. In March, I don't usually need access to "last" anything, but "this" would allow less historic info to be sorted out before download.

Customer requested transaction history from Gemini so making this note to add crypto reporting at some point