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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

should be able to include SOCIE for essentials package

Although not a mandatory requirement, it is best practice for FRS102 1A compliance that companies show statement of changes in equity. It should be an option on the essentials package as although a company may be starting small, following best pra...
Ashleigh Blair 2 months ago in Accounts Production Essentials 0 Awaiting Prioritization

Ability to export accounts to word

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.
Bobby Millard 7 months ago in Accounts Production Enterprise / Accounts Production Professional 4 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

Add extra notes

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

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.
JAYNE PERRY almost 2 years ago in Practice Management 2 Duplicate

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.
Haydn Link almost 2 years ago in Accounts Production Essentials 3 Already exists

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...
Guest almost 2 years ago in Practice Management 1 Planned

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton over 2 years ago in Other 4 Awaiting Prioritization