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Status Released
Categories Client Management
Created by Hamed Hoque
Created on Nov 2, 2023

Should be able to search by UTR number on the clients tab

Many of HMRC confirmation emails only state the clients UTR in the receipt email, at current it is only possible to search who the receipt confirmation belongs to by client name.

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  • Mark Buckmaster
    Reply
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    Mar 30, 2024

    I too find this very frustrating. It looks as if the Trial Balance is still open if you've left it for any time, but after entering a lot more data and click save, it logs you out and you have to start all over again. I look forward to the time-out feature!

  • Admin
    Rob Millen
    Reply
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    Dec 5, 2023

    Hi Hamed, this is a great suggestion. This will soon be possible as we enhance the capabilities of the client list. I will make sure this is a priority.

    1 reply