When notification comes in that client has signed a document-click the notification to go straight to the client
You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston
about 2 years ago
in Practice Management
1
Awaiting Prioritization
Duplication of Information in Information and Contact Tabs
It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.
Sending Tax return & Account to client portal for signature
It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
PM contacts can be used properly by more than one client record
At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Tasks for 'Teams' to show in all team members personal task list
This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Ability to show/hide client bookkeeping connection (Xero)
When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath
over 1 year ago
in Practice Management
0
Awaiting Prioritization
Client Form - Link - Auto Generate Client Data In Elements
It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter
almost 2 years ago
in Practice Management
2
Awaiting Prioritization
0
Awaiting Prioritization
1
Planned
