It would be really helpful to be able to filter clients by the year end that is saved in accounting, accounts production etc. Also to be able to filter by tax year in progress, tax year submitted to HMRC, if there is a tax liability or tax rebate due, filter by amount of tax rebate for CIS clients (because sometimes HMRC may pay an amount into client account and for whatever reason you cannot locate who it belongs to, so being able to search an amount would be so helpful. to filter by outstanding compliance etc. Also when adding a new client, you are made to enter company name, reg number etc, but when adding the product to the client, such as cloud accounting, it makes you type the same info again, it should just copy the info from when you added the client.
Erden Hasip Teoman
