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Clients address

Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc
Graham Turner about 1 year ago in Contacts 0

Hourly basis proposal manager options

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 over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Key In Date of Birth

When adding a clients date of birth, why can't I just type the date in as opposed to having to find year, date and then month?
Andrew Barton over 1 year ago in Creating Clients 1 Already exists

Ability to set or change default review period for RAs and KYCs

Currently, all RAs and KYCs seem to default to 1 year for review. There is no way to change either the default period or the review date on the KYC or RA. A new manual RA or KYC needs to be completed. It is not essential for all RAs and KYCs to be...
Corinne Harper over 1 year ago in AML 0 In Discovery

Ability to edit the default/master unincorporated accounts template in AP Essentials

Most small sole traders and landlords do not bother with a balance sheet and are happy just to approve a detailed P&L account. Also the ability to remove the word Chartered from the accountants report would actually make this product useable f...
Chris Pitsillides over 1 year ago in Accounts Production Essentials 5 Planned

Search Facility

To have a search box, in which you can put either the clients first name, second name or any criteria. This would speed up looking for clients.
Jane Rigley over 1 year ago in Client Management 1 Already exists

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Attach evidence of training to Personal Development Record in Practice Compliance

It would be useful to be able to attach a screenshot of the provider training record or a certificate as evidence of the AML training undertaken by employees. This would help when we have a practice assurance visit so that the information is all i...
Corinne Harper over 1 year ago in AML 1 Awaiting Prioritization

A way of identifying those that have been identified as potential PEP in ID checks e.g. by reporting or a list filter

It would be useful to be able to identify the potential PEPs from the ID checks without manually checking individual records. We don't seem to have visibility of these without checking at individual level.
Corinne Harper over 1 year ago in AML 1 Planned

Set permission levels for Proposal Manager

I would like to assign permissions to staff so that not all staff can view and/or create proposals.
Rob Millen about 3 years ago in Proposal Manager 0 Planned