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Status Released
Categories Client Management
Created by Leena Kandoi
Created on Jan 18, 2024

Client view to have UTR numbers on the client list

Not sure if this has already been mentioned, would be great to see the UTR numbers on the client list.

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  • Pete Keen
    Reply
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    May 28, 2024

    Any update n this one? Currently, the report download feature for clients is very limited and would be good to be able to choose what data you want for each client like we could in Taxfiler.

    1 reply
  • Admin
    Rob Millen
    Reply
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    Feb 5, 2024

    Hi Leena, we will soon be releasing the ability to create custom views of the client list including having a column for UTR.