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SUBMIT IDEA

Elements Ideas

Showing 248 of 248

Let me file CS01s with Companies House on a PAYG basis

I'd like to be able to file CS01s without having to commit to a full Company Secretarial licence.
Alison Ford over 2 years ago in Company Secretarial 0 Planned

Back up data prior to deleting client

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.
Guest about 1 year ago in Client Management / Tax 0

Can we add a code to the COA please in AP

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

Preparation of Foreign Company Account and Tax return

This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
Kazeem Salaam 4 months ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Ability to mark a Ltd company as dormant

Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin almost 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove 4 months ago in Practice Management 3 Awaiting Prioritization

Tasks for 'Teams' to show in all team members personal task list

This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Rosie Haselgrove 4 months ago in Practice Management 0 In Discovery

Ability to amend notes on face of accounts

Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
Bobby Millard 4 months ago in Accounts Production Professional 0 Awaiting Prioritization

Not have to replicate contact info for existing clients

When setting up a client, when adding in the contact details you have to add in the same details again.
Lucy Clover over 1 year ago in Creating Clients 1 Duplicate

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.
Grant Middleton about 2 years ago in Accounts Production Essentials 2 Planned