Add notes fields/tab/widget within the prospect screens
There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
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...
Make the Trial Balance Tab Larger when preparing accounts!
once the trail balance is imported into the account during the preparation stage, the new window that opens is too small. Please make it so the tab's size can either be adjustment or is larger.
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.
To be able to report statistics on the number of PEP and Sanction list clients after ID checks have been carried out. This is needed for compliance reporting.
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