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Obligations tab
The plan was to build a tab in the client list but also within the client. It'll show upcoming obligations and their status. eg VAT return due in 5 days. If the VAT return has been completed in the software it'll update to complete in the obli...
Created 01 Sep 14:29 by Guest
Prospect & Client Management
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Can the Free of Charge payroll and Accounts be able to be linked to Final Accounts
Currently the Free of charge licences for the accountant arent in a folder like clients created are, so would have to export and then import into final accounts
Created 01 Sep 15:04 by Guest
Prospect & Client Management
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One For The Future
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Retain Settings
if you select to not have Folder as main view, don't make us change every time
Created 01 Sep 14:50 by Guest
Prospect & Client Management
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Great Idea Currently In The Works
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Attach documents to folder within SFA
Add provided documents relating to the work the accountant is doing for the client, which could be payroll, Accounts, OC ETC
Created 01 Sep 14:38 by Guest
Prospect & Client Management
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Notification Of Invoices Uploaded by client using Purchase Automation
Having started to use Purchase Automation with several clients it would be great if I could be notified somehow when clients have uploaded invoices. At the moment I have to check the 'Drafts to Approve' tab for each client
Created 19 Jul 16:07 by Guest
Prospect & Client Management
1
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Confirmation Statement Due Date
Can we have a confirmation statement due date next to financial year end date so we can keep track in one place of the deadline.
Created 20 Jan 17:29 by Niki Sugden
Prospect & Client Management
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User management, having a criteria option to highlight clients, including using tags
Using Criteria options to reduce the number of clients to indicate which clients a user will have access to, with options such as software, tags
Created 06 Oct 10:49 by Christopher Armstrong
Prospect & Client Management
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move data from charged licence to FOC Accountant licence
Will it be possible to move data from the charged licence to Free of charged Accountant licence, in the event accountant has purchased a chargeable licence?
Created 01 Sep 15:02 by Guest
Prospect & Client Management
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We're Taking A Look At This
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Client user search
Client user search (Attached users) and Assigning users to software through SFA
Created 01 Sep 14:52 by Guest
Prospect & Client Management
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We're Taking A Look At This
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Import into Existing folders
When importing add the ability to be able to update info on existing folder like overwrite instead of creating new folders
Created 01 Sep 14:50 by Guest
Prospect & Client Management
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One For The Future
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