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Document Tab in each Account and Tax Return

Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Aziz almost 2 years ago in Accounts Production Essentials / Tax 1 Planned

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
Aziz 8 months ago in Practice Management 5 Already exists

Activate time recording facility

This was available in Sentra and helps produce accurate cost analysis for client jobs.
Grant Middleton almost 2 years ago in Practice Management 1 Planned

Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes 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.
Guest 8 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

Zapier integration

Zapier integration would help massively, particularly as we use different apps for different business purposes.
Adam Owens about 2 years ago in Practice Management 1 Awaiting Prioritization

Proposal Manager x Office 365 integration

I would like proposals to be sent via my Outlook account so the prospect can see the email is from me.
Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization

Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen almost 3 years ago in Practice Management / Proposal Manager 0 Planned

I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Filter client list by AML attributes

Can you add a way to filter by AML ie. risk levels, missing risk assessment etc.
james cannaford over 1 year ago in AML 1 Planned