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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 8 months ago in Proposal Manager 2 Planned

Accepted the proposal and or the engagement letter

We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...
Guest 4 months ago in Proposal Manager 0

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 6 months ago in Practice Management 0 Awaiting Prioritization

Delete Proposals generated in error

No description provided
Guest over 2 years ago in Proposal Manager 4 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 6 months ago in Accounts Production Professional 0 Awaiting Prioritization

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards over 1 year ago in AML 5 In Discovery

Show accountant name and address on company details in accounts.

Company details should be showing company name (it's appearing in current version), Directors name ( It's appearing in current version) registered address (it's appearing in current version) and accountant's name & address ( it's not appearin...
Guest almost 2 years ago in Accounts Production Professional 0 Awaiting Prioritization

KYC - Editable

It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.
Jane Rigley over 1 year ago in AML 3 Awaiting Prioritization

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston over 2 years ago in Practice Management 1 Awaiting Prioritization

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