As you can't amend the account headings of the accounts, it would be useful to be able to export to word so that such amendments can be made before sending to clients.
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...
Able to change account descriptions and add new accounts
It would be helpful if we could change the name of some accounts for example rename Employee costs: entertaining to customer entertaining. Or change software to computer costs. The sales accounts and cost of sales accounts are also very limited.
Duplication of Information in Information and Contact Tabs
It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.
Easy to get to a different client from another client
Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson
about 2 years ago
in Client Management
6
Awaiting Prioritization
PM contacts can be used properly by more than one client record
At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
Within Senta there is a Practice Inbox option where you can see all emails in specific inboxes. This is a great feature and it would be very beneficial if added into Elements to complement the email function already there
0
3
Already exists
1
Planned
