Currently, agencies can access charges and invoices for the entire lifetime of an account. However, in the Wallet & Transactions section, the transaction history only goes back three months—and the current month is included in that limit.

This creates unnecessary friction. Agencies often need to review billing details at any time, and most tax agencies require records to be retained for at least five years. Limiting visibility to only three months of transactions doesn’t make sense operationally or from a compliance standpoint. It also forces agency owners to manually export transaction data for every client every 2–3 months just to maintain accurate records, especially for accounts not on SaaS.

Please reconsider the short retention window for transaction history. Extending the storage period would significantly improve usability, record-keeping, and compliance for agencies.