It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.
This needs to be prioritised, for example if a client leaves and moves to a new accountant we need to provide a TB
Thank you for the suggestion, we currently have this included as part of a bigger piece of work to enhance CSV importing.
This needs to be prioritised, for example if a client leaves and moves to a new accountant we need to provide a TB
Thank you for the suggestion, we currently have this included as part of a bigger piece of work to enhance CSV importing.