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SUBMIT IDEA

Accounts Production Essentials

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Clicking each issue log in accounts production should take you to the section you need to adjust

When a set of accounts are run in accounts production and there are issues (such as average employees aren't completed or advances/credits to directors note) it would be useful if you could click on the issue and it would direct you to the section...
Ryan Munt 8 months ago in Accounts Production Essentials 0 Planned

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest about 2 months ago in Accounts Production Essentials 1 Planned

Ability to export Trial balance in Accounts production professional

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.
Grant Middleton over 1 year ago in Accounts Production Essentials 2 Planned

Document Tab in each Account and Tax Return

Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Aziz over 1 year ago in Accounts Production Essentials / Tax 1 Planned

Pie chart of accounts jobs

It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
Paul Whitehill over 1 year ago in Accounts Production Essentials 1 Planned

Ability to edit the default/master unincorporated accounts template in AP Essentials

Most small sole traders and landlords do not bother with a balance sheet and are happy just to approve a detailed P&L account. Also the ability to remove the word Chartered from the accountants report would actually make this product useable f...
Chris Pitsillides 9 months ago in Accounts Production Essentials 5 Planned