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...
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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