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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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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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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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importing Individuals into SFA
instead of it creating new folders in SFA, can they be added to pre-existing instead to reduce having to re-organize the individuals into Client folders
Created 01 Sep 14:49 by Guest
Prospect & Client Management
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Calendar of upcoming deadlines
It would be really useful to have a calendar, with us able to assign those events to each client. That way we could have a field on the client list showing the date of the next deadline for that client.
Created 25 Oct 12:16 by Guest
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Remove 'Collaborate with your clients' link.
The link for invite accounts that is provided to client's does not seem to work properly when in use. It would be helpful for the accountant ID to be more visible with a short explanation of how a client can add the accountant with this, rather th...
Created 30 May 14:48 by Jade Jones
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Client Communication
It would be useful for us to be able to make a request, for example asking a client to send or input an invoice, and the client receive a notification and be able to action the request. Thanks
Created 21 Apr 12:39 by Guest
Practice Management
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Checks for Accounts Standard
Would be helpful if Final Accounts checks the number of employees and turnover and balance sheet amounts in order to warn if small business standards cannot be used.Either that, or a list of the criteria when selecting the accounts pack.
Created 04 Apr 10:39 by Guest
Compliance
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Email addresses linked to partner editions of sage should be allowed to be added as a user email by book-keepers who need to add the clients accountant as a user
You cannot add an email address to a clients data if that email address is already linked to a Sage partner edition of Sage. So book-keepers trying to add a clients accountant to the data on Sage Business Cloud have the email addresses coming up a...
Created 10 Nov 09:19 by Guest
User Experience
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