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high risk countries

Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Shoaib Arshad 6 months ago in AML 0 In Discovery

Proposal need to editable

It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.
David Brown 12 months ago in Proposal Manager 2 Planned

Download Accounts reports in CSV format and/or have an analysis report

It would be useful if the detailed profit and loss and balance sheet (the "working papers" report in micro accounts) could be downloaded in csv format (or other spreadsheet format). This would facilitate further interrogation and presentation of t...
Timothy Burton 6 months ago in Accounts 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...
Ryan Munt over 1 year ago in Practice Management 1 Awaiting Prioritization

to be able to add sub heading in trial balance

No description provided
Guest 6 months ago in  0 Awaiting Prioritization

Mark client as Active or Inactive

The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz about 1 year ago in Client Management 4 Planned

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 over 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to delete 'Lookups'

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.
Danny McGrath about 2 years ago in Practice Management 0 Awaiting Prioritization

Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen about 1 year ago in Proposal Manager 1 In Discovery

URL link for client visible in client list

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
Guest about 1 year ago in Client Management 1 Already exists