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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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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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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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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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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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