Level 1

Manage Customers and income

This seems like such a common use case that should have been implemented from the get-go once Projects became a feature. Spent a long time on the phone with an amazing representative but we couldn't resolve the issue in anyway. The lack of these basic capabilities is really making me consider switching to another financial management platform as I seem to run into many instances where basic capabilities like this are unavailable or you have to do some hacky work around.