Product Roadmap
See what we're building, what's planned, and what customers are asking for. Vote on the features that matter most to your organization.
Shipped (39)
Recently released.
Fund transfer tracking report
Customer wants a quarterly report showing restricted donations received in a specific fund (e.g., missions) so they can determine how much to transfer from the general fund to that restricted fund.
Fund balance by date range
Customer wants to see the balance/amount in a specific fund for a given time period, suggesting a dedicated fund balance view filtered by date range.
Label-based reporting
Customer wants a report filtered or grouped by label but was unable to get the expected results after trying the Income Statement by Label and Custom Report Builder options.
Transaction file attachments
Customer wants to attach scanned invoices or receipts directly to transactions in T3 Books.
Saved report packages
Generate full report bundles (Income Statement, Balance Sheet, General Ledger, and more) as a single Excel/PDF package. Heavy reports run as background jobs so you don't have to wait in the browser.
Shareable report links for boards and donors
Send any saved report package to your board, accountant, or auditor via a single-use magic link. No login required for the recipient, with token-based session security.
In Progress (1)
Being built right now.
Payroll module
Full payroll workflow tailored to nonprofits: configurable pay entities, structured import format, automatic journal entry generation, managed payroll-clearing accounts, and bank reconciliation hand-off. Active development on a feature branch following 8 design docs that cover the full pipeline.
Planned (0)
Up next on the build queue.
Nothing planned yet.
Suggested (17)
Customer ideas. Vote to bump them up.
Reversing journal entries
Customer wants to create a reversing entry to cancel a previously issued check (check #8065), crediting expense accounts and debiting the bank account to reflect money returned.
Gusto payroll integration
Customer wants T3 Books to integrate with Gusto for payroll, and/or have a built-in payroll feature.
Labels on donation records and statements
Customer wants to apply labels to individual donation records so that donor-specific designations (e.g., "Broken Arrow Ranch" within a Missions fund) appear on donor giving statements and in Ledger reports when moving money between funds each quarter.
Ramp Bill Integration
It appears the Ramp Expense integration is coming but we use Ramp for Bill entry, approval, and ultimately payment as well. There is also another component for Procurement, e.g. purchase orders.
Bank register balance diagnostic tool
Customer needs a way to diagnose why their bank register balance doesn't match expected amounts even when transactions appear correct.
Payroll accounting workflow management
Customer wants a payroll feature to manage payroll accounting workflows directly within T3 Books.
Suggest a feature
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