Taxfiler gave the option to create a back up of the client and data prior to deletion. Clients sometimes return and it gives a useful back up to restore if this happens or if there are later queries such as an HMRC enquiry.
All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
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
11 months ago
in Creating Clients
0
Awaiting Prioritization
Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc
Add notes fields/tab/widget within the prospect screens
There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
0
In Discovery
0
Awaiting Prioritization
1
Planned
