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Creating Clients

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Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton about 2 years ago in Creating Clients / Editing Clients / Practice Management 10 Released

Entering a postcode when setting up the address for a new client in the client dashboard

Currently you are insisting that a postcode in entered. We deal with mainly non-UK resident clients living overseas. Not all have a postcode so what do we enter here to get around the problem and be able to save the address - we don't want to ente...
Andrew Baker 5 months ago in Creating Clients / Tax 1 Released

NiNo's & UTRs should be on the first page when adding a new client

NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy about 1 year ago in Creating Clients 1 Released

Business description available when creating a new sole trader client

Business description is a mandatory field for tax returns so when creating a new client as this is not on the first page this is often missed and you are then unable to submit the tax return without then going onto another page to add this data.
Parkers Accountancy about 1 year ago in Creating Clients 1 Released