Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin
almost 2 years ago
in Practice Management
1
Awaiting Prioritization
Download Accounts reports in CSV format and/or have an analysis report
It would be useful if the detailed profit and loss and balance sheet (the "working papers" report in micro accounts) could be downloaded in csv format (or other spreadsheet format). This would facilitate further interrogation and presentation of t...
Timothy Burton
6 months ago
in Accounts
0
Awaiting Prioritization
The ability to go back to the job list when already in a job.
If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Preparation of Foreign Company Account and Tax return
This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz
about 1 year ago
in Client Management
4
Awaiting Prioritization
Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount
Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.
Chris Morris
over 2 years ago
in Practice Management
1
Awaiting Prioritization
0
Awaiting Prioritization
1
Awaiting Prioritization
1
Awaiting Prioritization
