When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed? Thanks
Email Accounts & Tax Returns (Sa100/CT600) for approval
Users have to download accounts and tax returns to their computer to be then able to send for approval to a client. An email feature should be available to easily send accounts and tax returns to clients with a pre-written email. Users can amend t...
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.
Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount
Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.
Chris Morris
almost 2 years ago
in Practice Management
1
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.
Proposal Manager - allow proposals to be edited at different stages of the process
I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes
about 1 year ago
in Proposal Manager
1
Awaiting Prioritization
Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston
about 1 year ago
in Practice Management
0
Awaiting Prioritization
The ability to go back to the job list when already in a job.
If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
1
Planned
1
Awaiting Prioritization
1
Awaiting Prioritization
