Individual and Sole Trader are the same entity and do not require duplicate records
Big frustration for me. A sole trader business is the individual, they do not need to be created as 2 separate clients. Apart from using up 2 clients for those who have a limited number on their subscription, its duplicating the same info and need...
Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Please can you find a way to enable us to save the client list in a specific order e.g. Client Ref? At the moment it sorts by client first name which is not very useful. Please can you also enable us to save the number of clients shown as we have ...
It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
Flexibility to send automated reminder emails to different personnel from different departments within the same organization
Our firm has over 200 clients, many of whom have personnel from multiple departments that need to be included in our communications. However, the current Senta system limits our ability to send "automated" reminders to multiple individuals within ...
I want to sort my client list by the 'Client ID' column
We use a "ZZZ" client ID prefix for old clients - it would be useful to be able to sort clients by 'Client ID' so we can identify these quickly Reported by Lee Gardner 08/07/2022
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