Submit Idea
SUBMIT IDEA

All ideas

Showing 244

Accepted the proposal and or the engagement letter

We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...
Guest about 1 month ago in Proposal Manager 0

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest about 2 months ago in Client Management / Tax 0

LTD COMPANY AS SHAREHOLDER IN COMPANY FORMATION

At the moment, if we want to add a LTD COMPANY as shareholder in company formation, the system does not allow it. It is not good if we want to create a company which will be a subsidiary of another company. Can you urgently look into this? Thanks.
Guest 3 months ago in Company Formations 0 Awaiting Prioritization

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 3 months ago in Accounts 0 Awaiting Prioritization

EPM- Granular communication on client portal activation status

Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
Faiza Khan 23 days ago in Contacts / Practice Management 0 In Discovery

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 over 1 year ago in Accounts 2 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

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 about 1 year ago in Accounts Production Essentials 0 Planned

Produce Journal Reports

From Accounts Production, I would like to be able to export a set of journals in a dedicated report
Nick Lloyd 4 months ago in Accounts Production Enterprise / Accounts Production Professional 0 In Discovery

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 7 months ago in Company Secretarial 0 Awaiting Prioritization