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Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali about 2 years ago in Practice Management 0 Awaiting Prioritization

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen over 3 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Be able to select a date range for the Activity tab analysis

When discussing accounts with clients it is useful to have this information for the accounts year.
Grant Middleton about 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest about 1 year ago in Client Management / Creating Clients 0 Awaiting Prioritization

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest over 2 years ago in Practice Management 0 Awaiting Prioritization

Update KYC and risk assessment

At the moment to update a KYC and risk assessment you have to rewrite it all - need to be able to update the original - save each version.
Guest over 2 years ago in AML 0 Awaiting Prioritization

Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson about 1 year ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz over 2 years ago in Practice Management 1 Awaiting Prioritization

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all o...
Tara Hotston over 2 years ago in Practice Management 1 Awaiting Prioritization