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Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 10 months ago in Proposal Manager 2 Planned

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt over 1 year ago in Editing Clients 2 In Discovery

Remove Inactive clients from Outstanding VAT Return List

Do not show inactive clients in list of outstanding or upcoming returns - Once they are inactive they should not appear on this list
Guest 2 months ago in Practice Management 1 Awaiting Prioritization

Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest over 1 year ago in Accounts 0 Awaiting Prioritization

Add extra notes

Ability to include extra notes.
Alex John over 3 years ago in Accounts Production Essentials 1 Awaiting Prioritization

Client dashboard needs to be edited in same way home screen can so you can see what you feel is important

I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston over 2 years ago in Client Management 2 Planned

Ability to change standard accounting policies and notes to the accounts

Standard accounting policies such as turnover and depreciation do not always apply and often contain information that is not relevant. it would be very helpful to be able to replace standard policies. This is a feature in PTP accounts production.
Stephen Stone 3 months ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Ability to delete users

Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove 8 months ago in Practice Management 0 Awaiting Prioritization

Ability to amend notes on face of accounts

Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
Bobby Millard 8 months ago in Accounts Production Professional 0 Awaiting Prioritization

Elements

You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...
Guest 5 months ago in Accounts 0 Awaiting Prioritization