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
over 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
over 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.
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
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
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...
1
Awaiting Prioritization
5
Planned
