Submit Idea
SUBMIT IDEA

All ideas

Showing 109

To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 9 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson 9 months ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Electronic checks

When the button for electronic check is pressed - system to ask if sure - so that not done by accident.
Guest 10 months ago in AML 1 Awaiting Prioritization

Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali over 1 year ago in Practice Management 0 Awaiting Prioritization

Business description available when creating a new sole trader client

Business description is a mandatory field for tax returns so when creating a new client as this is not on the first page this is often missed and you are then unable to submit the tax return without then going onto another page to add this data.
Parkers Accountancy 11 months ago in Creating Clients 0 Awaiting Prioritization

Be able to select a date range for the Activity tab analysis

When discussing accounts with clients it is useful to have this information for the accounts year.
Grant Middleton almost 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest almost 2 years ago in Practice Management 0 Awaiting Prioritization

Update KYC and risk assessment

At the moment to update a KYC and risk assessment you have to rewrite it all - need to be able to update the original - save each version.
Guest almost 2 years ago in AML 0 Awaiting Prioritization