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Status Released
Categories Client Management
Created by Jack Hanna
Created on Jun 21, 2024

Add UTR to client list headings + ability to search client list by UTR

Ability to add new fields to the client list – specifically the clients UTR number would be helpful. We would also like to have the ability to search for a client by their UTR number.

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  • Declan Magennis
    Reply
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    Nov 4, 2024

    Rob,


    Any Word on this update. Would have thought that it was a pretty simple fix.

    Require this functionality as soon as possible. Especially given that you are no longer able to bulk roll forward clients tax returns from the previous year.


  • Guest
    Reply
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    Oct 25, 2024

    Dear Team, can you provide me an update on this option ASAP...

  • Guest
    Reply
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    Oct 24, 2024

    Dear Team, can you provide me an update on this option ASAP...

  • Guest
    Reply
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    Oct 23, 2024

    "It's really disappointing how long it's taking to implement what should be simple functionality.

  • Guest
    Reply
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    Oct 23, 2024

    hello Team any update on this?

  • Guest
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    Oct 23, 2024

    Is this feature now live as I cannot see this on my client list? I dont even have the ability to add more columns?

  • Guest
    Reply
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    Oct 22, 2024

    Hello team, any update on this request, this option was there on Taxfiler dont know why this report was discontinued, really its very helpfull, i really need this ASAP..

  • Admin
    Rob Millen
    Reply
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    Jun 25, 2024

    Thanks for logging this Jack - we hope to launch a new version of the client list next month that will include the ability to add more columns of data (including UTR) - would you be interested in having early access?

    5 replies