When we send an from a template confirming the VAT amount due and the quarter it relates to, it would be useful if you could populate these details in the job/task so it feeds through as a placeholder.
Rather than having to download a PDF and then upload into the Documents section to email to the client, it would useful to allow them to be stored there by the click of a button.
Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.
I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
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
over 1 year ago
in Practice Management
0
Awaiting Prioritization
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...
We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones
8 months ago
in Proposal Manager
1
Awaiting Prioritization
0
Awaiting Prioritization
1
Planned
1
Awaiting Prioritization
