Be able to download time stamped accepted proposal and engagement letter
For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest
7 months ago
in Proposal Manager
0
Awaiting Prioritization
Sending Tax return & Account to client portal for signature
It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
I want to show the long term debtor separately on the face of the balance sheet. I have entered the figure correctly in the TB section, but it is being pulled through and grouped within net current assets.
Nick Lloyd
almost 2 years ago
in Accounts
0
Awaiting Prioritization
Rather than exporting and adding info in 3rd party pdf editor, if amended accounts could automatically contain the appropriate items to show companies house these are amended accounts.
Guest
almost 2 years ago
in Accounts
0
Awaiting Prioritization
I need to be able to add other notes sections like directors remuneration and so forth. These should either be free text or allow current and comparative year values with users choice of row count.
Within Senta there is a Practice Inbox option where you can see all emails in specific inboxes. This is a great feature and it would be very beneficial if added into Elements to complement the email function already there
You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...
Guest
4 months ago
in Accounts
0
Awaiting Prioritization
0
Awaiting Prioritization
0
Awaiting Prioritization
