To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Email Accounts & Tax Returns (Sa100/CT600) for approval
Users have to download accounts and tax returns to their computer to be then able to send for approval to a client. An email feature should be available to easily send accounts and tax returns to clients with a pre-written email. Users can amend t...
It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
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...
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Planned
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Planned
