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Bookkeeping Frequency

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Aziz about 2 years ago in Practice Management 1 Already exists

Initial client set up and assessment

When completing a risk assessment, the next due date automatically completes for 1 year and cannot be edited. When assigning a risk profile, a comment can be entered but this then disappears when saved and doesn't seem to appear anywhere. A KYC as...
Paul Riggall about 2 years ago in AML 2 Released

Practice Management x Proposal Manager integration (business info)

I would like to create proposals based on existing prospect / client data that exists in the Practice Management client list.
Rob Millen about 3 years ago in Practice Management / Proposal Manager 0 Released