A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones
11 months ago
in AML
4
Awaiting Prioritization
The ability to export closing trial balance as a pdf with full company details, year end, etc. This is already available as a csv and excel. However a pdf is equally important.
Amit Doshi
5 months ago
in Accounts
0
Awaiting Prioritization
Being able to create new/edit disclosures in the accounts. For example, being able to have detailed debtors and creditors note. Share capital note. Off-balance sheet events note etc. The current disclosure options don't allow for this.
Ability to change standard accounting policies and notes to the accounts
Standard accounting policies such as turnover and depreciation do not always apply and often contain information that is not relevant. it would be very helpful to be able to replace standard policies. This is a feature in PTP accounts production.
In the accounts product on the screen Trial balance >Edit mappings buttons for "Update and Cancel" disappear off screen when scrolling to the bottom of the list. Those can be relocated/fixed on top of the screen so you can see those evem when y...
Aleksandr Novikov
2 months ago
in Accounts
0
Awaiting Prioritization
4
Awaiting Prioritization
0
Awaiting Prioritization
0
Awaiting Prioritization
