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Increase functionality of Company Secretarial

Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
Ryan Munt about 1 year ago in Company Secretarial 3 Planned

CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest over 1 year ago in Accounts 3 Planned

Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest over 1 year ago in Accounts 0 Planned

Let me file CS01s with Companies House on a PAYG basis

I'd like to be able to file CS01s without having to commit to a full Company Secretarial licence.
Alison Ford over 2 years ago in Company Secretarial 0 Planned

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 4 months ago in Client Management 3 Planned

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.
Grant Middleton almost 2 years ago in Accounts Production Essentials 2 Planned

AML Document Expiration Notification

When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
Jade Wenden over 1 year ago in AML 0 Planned

One click ability to email every client avoiding duplications due to multiple entities

When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
Guest about 2 years ago in Practice Management 1 Planned

Column to show risk assessment

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
Guest over 1 year ago in AML 2 Planned

Populate the narrative field when importing a TB

We go through the trouble of entering this data on the import file (column B) and this should be brought in to the narrative part of the source data.
Wayne Glenton over 1 year ago in Accounts Production Professional 0 Planned