Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
If we are updating and T&C's or any foundations of our proposal template, these do not flow through and update our draft templates? Which means we then have to create a whole new template and start again, but cannot even delete the old one to ...
Guest
4 months ago
in Proposal Manager
1
Awaiting Prioritization
I have clients that are start ups, so may only need certain services in the early days. It would be helpful to be able to list other services and their costs so that clients know in advance what fees are. You could have a commited fees section and...
Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
Ability to export Trial balance in Accounts production professional
It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.
Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
1
Already exists
1
Awaiting Prioritization
