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SUBMIT IDEA

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Confirm if company is active

In past some companies remain dormant and therefore end up submitting dormant accounts which is correct. When circumstances change and these companies become active there is no reminder to remove the dormant accounts status. This would be helpful ...
abbas gulamali 3 months ago in Accounts 0 Awaiting Prioritization

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton almost 2 years ago in Practice Management 1 Awaiting Prioritization

CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest about 1 year ago in Accounts 3 Planned

Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest about 1 year ago in Accounts 0 Planned

Add extra notes

Ability to include extra notes.
Alex John over 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Default SHOW Clients - Edit default

The default display view for clients is 15. Can the Default be editable and set by by the user please.
Andrew Pearson 12 months ago in Accounts Production Essentials 2 Awaiting Prioritization

Client-specific jobs

Be handy to be able to customise jobs specifically for specific clients.
Adam Owens almost 2 years ago in Practice Management 1 Already exists

Ability to print Firmwide Risk Assessment

I have a Practice Assurance review and they want me to send them a copy of my Firmwide Risk Assessment and I can not see a way of printing it or downloading it... not something that would be needed very often but difficult for a work around when y...
Andrena Miles 3 months ago in Practice Management 1 In Discovery

Can we add a code to the COA please in AP

No description provided
Steve Murray over 1 year ago in Accounts Production Essentials 3 Already exists

Firmwide risk assessments

It would be useful is we could automate the numbers in the firmwide risk assessment, so it populates the number of clients, from the client list.
Guest 3 months ago in  0 Awaiting Prioritization