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Closing Trial Balance Export as PDF

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

Include/edit disclosures in accounts

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.
Chris Morris over 1 year ago in Accounts Production Professional 2 Awaiting Prioritization

Remove Inactive clients from Outstanding VAT Return List

Do not show inactive clients in list of outstanding or upcoming returns - Once they are inactive they should not appear on this list
Guest 25 days ago in Practice Management 1 Awaiting Prioritization

Company Share Register

It would be useful to have a share register, that allows us to complete accurate record keeping in real time for a variety of share transactions.
Nick Lloyd 5 months ago in Company Secretarial 0 Planned

Clicking each issue log in accounts production should take you to the section you need to adjust

When a set of accounts are run in accounts production and there are issues (such as average employees aren't completed or advances/credits to directors note) it would be useful if you could click on the issue and it would direct you to the section...
Ryan Munt over 1 year ago in Accounts Production Essentials 0 Planned

Trial Balance coloured rows will be helpful

Taxfiler trial balance has different coloured rows to guide manual entry of values to the trial balance. Please reinstate.
Alhassan Bangura almost 2 years ago in Accounts 2 Awaiting Prioritization

Filter clientlist by risk level

I can see the idea to add filters to the client list for the risk type, missing risk assessments, etc has been put on nearly 2 years ago and is still only marked as "planned". This is an important option for if a regulatory body would like to revi...
Guest 3 months ago in AML 1 Planned

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.
Stephen Stone 28 days ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Clients accounts due alert

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.
sarah hadley about 2 years ago in Accounts Production Essentials 7 In Discovery

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 9 months ago in Company Secretarial 0 Awaiting Prioritization