Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley
about 1 year ago
in AML
1
Awaiting Prioritization
Ability to have important notes on client dashboard
Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton
over 1 year ago
in Practice Management
0
Awaiting Prioritization
To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
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.
You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith
over 1 year ago
in Practice Management
1
Awaiting Prioritization
0
Awaiting Prioritization
1
Awaiting Prioritization
