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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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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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