Clients

Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.

This could help speed up the search and provide a more convenient way to navigate to client records.

Option to change the payroll frequency.

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...

Currently, the Prospect List columns that show up by default and cannot be toggled off are Terms Signed/ Registration Fee Paid Welcome email Tel number Mobile number Email Proposal email sent Last call Photo ID verified Address verified It would b...

Self-employed people can prepare accounts on the cash or under GAAP. The cash basis will soon be the default position. The client record should have the accounting basis selected so we can distinguish the method (in the same way we can on VAT regi...

MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.

I like the ability to capture a lot of information about each client - but we find ourselves searching through lots of completely blank fields that are irrelevant / unused in our practice to get to the data we want. I would like to be able to cust...

To help with data quality and capture basic essential details before saving. Could we have a small number of mandatory fields when creating a new client - Name, Address, email, phone number, Client Type and Nature of business ?