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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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Email Signatures
Relating to both OC and SFA few big opportunities lost due to feature now being available > mainly relating to interaction with OC
Created 01 Sep 14:48 by Guest
Compliance
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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
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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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Disclosure Checklist
Hi, Is it possible if Sage develop Disclosure checklist for assessment of clients accounts?
Created 18 Apr 11:45 by Yesim Tilley
Practice Management
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Annual Data Questionnaire
It would be great to be able to have the functionality to send out questionnaires to personal tax clients like you can in the desktop version. https://help.sbc.sage.com/en-gb/personal-tax-dt/C/ADQs/Perstax2Annual_Data_Questionnaire.html
Created 15 Apr 13:41 by Nicola Head
Compliance
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Review Chart of Accounts allocation
Some of the chart accounts are not set up to accept certain types of transactions. I suggest a review perhaps with an experienced user - Recent example was 9999 which would not accept other payments or receipts
Created 12 Apr 11:33 by Peter Chandler
Bookkeeping
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