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
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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...
This is for elements. I would like to see on dashboard the accounts that I am working on. It is incredibly frustrating that I have to go to clients, find the client then see the draft accounts. I maybe working on several accounts at the same time ...
Elements - Be able to identify who is missing a risk assessment or KYC assessment
It is possible to identify who is missing an identity check on the electronic ID checks screen (show only individuals without an ID check radio button). It would be helpful to also be able to identify who is missing a risk assessment and KYC asses...
Flexibility to send automated reminder emails to different personnel from different departments within the same organization
Our firm has over 200 clients, many of whom have personnel from multiple departments that need to be included in our communications. However, the current Senta system limits our ability to send "automated" reminders to multiple individuals within ...
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