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Dark mode
Should have an option like excel does that enables a dark mode for those who work long hours (especially for December & January deadlines).
Created 13 Nov 04:31pm by Finley Bailey
Compliance
0
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16
Vote
List of tax returns and accounts filed
would be great to be able to get a list out of what has been filed and what needs filed
Created 12 Mar 03:12pm by Julie Hamilton
Advisory & Reporting
1
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3
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Subtasks on Tasks
On tasks, it would be helpful to have subtasks that can be checked off.You can currently enter details, manually adjusting the text as subtasks are completed, but it would be much easier to have checkboxes
Created 24 Oct 12:35pm by Shaun Long
Practice Management
1
Great Idea Currently In The Works
1
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More decimal places on invoices
Should be able to have unit prices up to 5 decimal places for sales invoices
Created 21 Jan 12:38pm by Corinne Archer
Bookkeeping
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3
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Remove SIC codes from individuals
When adding an individual you are asked for a SIC code which do not apply to individuals so not sure it is needed
Created 14 Oct 02:43pm by Marcus Howarth
Prospect & Client Management
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Love This Idea Likely To Be Coming Your Way
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Change Accounts status to finished when filed
At the moment, on the final accounts product, when you complete a set of accounts and file at CH they still remain 'in progress' at the top. It would be great if they were automatically changed to 'finished' at the top status and move to the right...
Created 14 Oct 02:42pm by Marcus Howarth
Compliance
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16
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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 1 Sep 02:29pm by Guest
Prospect & Client Management
0
Great Idea Currently In The Works
11
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Submission status of all clients
I missed the submission of one self assessment tax return this past busy season even though all the work was done. It would be very useful to view reports showing the submission status of all open accounts/corporation tax returns/personal tax retu...
Created 14 Feb 09:34am by Lakhwinder Jalf
Practice Management
2
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4
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Job progress in Tasks
It was be useful to have the different job stages such as jobs in ready to start, being worked on, ready for review, gone for signing etc
Created 29 May 09:16pm by Timothy Procter
Practice Management
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1
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Bank payments list from Cloud Payroll
Ne pay report for bank showing employee, bank detail, net pay. All these field are entered into the employees record but there is no facility to print nor download them.
Created 17 Dec 03:54pm by Frances Maria Wareham
Payroll
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