Add notes fields/tab/widget within the prospect screens
There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Make the Trial Balance Tab Larger when preparing accounts!
once the trail balance is imported into the account during the preparation stage, the new window that opens is too small. Please make it so the tab's size can either be adjustment or is larger.
Client Portal to upload documents not necessary for signature
It would be great if the portal could be used to share all documents not just ones for signature. We send covering letters and it looks weird asking the client to approve the letter.
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.
Claire Agasee
about 1 year ago
in Practice Management
1
Awaiting Prioritization
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.
Claire Agasee
about 1 year ago
in Practice Management
1
Awaiting Prioritization
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.
1
Planned
