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Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 3 months ago in Accounts / Practice Management / Tax 1 In Discovery

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob about 1 year ago in Tax 0 In Discovery

Sage cloud

Can we add a mapping to import Trial Balances into Accounts Production.
Guest about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Client-specific jobs

Be handy to be able to customise jobs specifically for specific clients.
Adam Owens about 2 years ago in Practice Management 1 Already exists

CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest over 1 year ago in Accounts 3 Planned

Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest over 1 year ago in Accounts 0 Planned

Option to not show proprietor address on accounts

My client base is mostly micro businesses and their business address is their home address. For presentation purposes, the business information page on the accounts therefore looks a bit silly as I am showing the same address twice. An option to n...
Craig Thornton over 1 year ago in Accounts 2 Awaiting Prioritization

Job Notes Tab in tax return

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...
Alan Webb about 1 year ago in Tax 1 Awaiting Prioritization

List the beneficiaries and trustees of a trust on the AML tab

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.
Guest about 1 year ago in AML 2 In Discovery

Can we add a code to the COA please in AP

No description provided
Steve Murray almost 2 years ago in Accounts Production Essentials 3 Already exists