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Initial client set up and assessment

When completing a risk assessment, the next due date automatically completes for 1 year and cannot be edited. When assigning a risk profile, a comment can be entered but this then disappears when saved and doesn't seem to appear anywhere. A KYC as...
Paul Riggall about 2 years ago in AML 2 Released

Report for expired risk assessments

Please could there be an easier way to see when the risk assessments are due to expire, the current export shows every single assessment been done and even shows the clients that have been marked as inactive, which doesn't help. The date format is...
Guest about 2 years ago in AML 2 Released

Ability to edit clients, relationships and most importantly to be able to delete them if needed.

No description provided
Guest about 2 years ago in Editing Clients / Relationships 2 Released

Text messages (sender name)

The ability to change the sender name on SMS messages.
Adam Owens about 2 years ago in Practice Management 2 Released

Integration of Proposal Manager and Practice Management client page

Currently for any client there is no link between the client page and their proposal/letter of engagement. Users need to leave the client page, go to Proposal Manager, enter the client name into the search bar, search for the current Proposal base...
Alcinder Coal about 2 years ago in Proposal Manager 1 Released

I want to sort my client list by the 'Client ID' column

We use a "ZZZ" client ID prefix for old clients - it would be useful to be able to sort clients by 'Client ID' so we can identify these quickly Reported by Lee Gardner 08/07/2022
Rob Millen over 2 years ago in Client Management 0 Released

Make it clearer that submitted risk assessments require a review from MRLO

I would like the risk assessment completion journey to be clearer in explaining that submitted risk assessments will then require MRLO review. Changing the "Submit" button to a "Submit for MRLO review" would be perfect. Extract from customer call ...
Rob Millen over 2 years ago in AML 0 Released

Practice Management x Proposal Manager integration (business info)

I would like to create proposals based on existing prospect / client data that exists in the Practice Management client list.
Rob Millen almost 3 years ago in Practice Management / Proposal Manager 0 Released

Can the Tax Computation be labelled as an SA302

Can the Tax Computation be labelled as an SA302? This is required when banks request to see a copy of the tax calculation.
Jenny Strudwick almost 3 years ago in Tax 1 Released

Create a proposal when viewing a prospect / client in Practice Management

I would like to be able to generate a proposal when viewing a prospect (or even a client) when viewing the entity details in Practice Management
Rob Millen almost 3 years ago in Practice Management 0 Released