Administration

we have currently 25,000 notifications and are only able to achive, it would be nice to have a delete option so that they can be referred to and kept on top of with ease. currently there are just too many for us to sift through and manager as they...

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago

We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.

it would be useful to be able to run reports on lists of clients who are not/are portal registered, unsigned/signed documents etc with option to add in columns so it can be exported to filter by manager/office location (we use client code to diffe...

On the Missing Data report for LLPs it doesn't match the year end date to the P800 Partnership Tax Return date thus throwing up an error. Instead it is looking for a CT600 date which doesn't exist on an LLP

AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.

Option to change the payroll frequency.