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Practice Management

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Bookkeeping Frequency

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Aziz about 2 years ago in Practice Management 1 Already exists

Not automatically set up a job for a sole trader - duplication of individual job

Where you have to create a new client for a sole trader to be able to enter the details in the individuals tax return, that then creates new jobs/tasks for client take on etc which are already there for the individual. Where I imported all my clie...
Tara Hotston about 2 years ago in Practice Management 0 In Discovery

Notes and tasks

Ability to add notes and set tasks with due dates. Having the ability then to check your task list to see your work queue for that day as well as it being a prompt to nudge the client if we await documentation.
Renn Love over 1 year ago in Practice Management 1 Already exists