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 (11)
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.
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.
Gusto payroll integration
Customer wants T3 Books to integrate with Gusto for payroll, and/or have a built-in payroll feature.
Payroll accounting workflow management
Customer wants a payroll feature to manage payroll accounting workflows directly within T3 Books.
Negative closing balance entry
Customer reports the reconciliation closing balance field won't accept a leading "-" — they must type a number first, then go back and add the minus sign.
Duplicate detection in bank import
Customer wants the bank/CC transaction import to detect and warn when an incoming imported transaction matches an entry already recorded (e.g. a CC payment already added on the credit-card side that auto-created the bank outflow), so they don't accidentally add it twice.
Suggest a feature
Don't see your idea above? Add it here. We read every submission. If your idea matches an existing one, your vote is added to that request automatically.