Add notification to client signature on documents portal
Client signs document and the box disappears- several clients have emailed to say they didn't know if it had worked. There needs to be a message pop up to say that it has been signed and a notification has been sent to the accountant.
Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Automatically marking a return as Amended if one has already been submitted in the software
If I am producing an amended tax return in the software where the original was submitted, it should automatically default to showing as an amended return.
Jenny Strudwick
over 2 years ago
in Tax
0
Released
Please can you find a way to enable us to save the client list in a specific order e.g. Client Ref? At the moment it sorts by client first name which is not very useful. Please can you also enable us to save the number of clients shown as we have ...
Automatically complete repayment claims with my details
I would like to have the option to specify that all repayment claims are completed with my Practice details, so that I don't have to re-enter the same data on every tax return where a repayment is due.
Jenny Strudwick
over 2 years ago
in Tax
1
Released
When changing the size of the column, so that I can see all of the client name, it would be useful to save the change permanently and not have to change each time I go to the client list.
It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
1
Released
1
Released
