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PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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Can VAT due dates be listed in the in the tasks list., also confirmation statement when it is updated in the client info screen.

When this is updated in the Recurring Tasks list, it is easy to filter and update the Tasks list rather than looking into the detailed information.
Guest about 1 year ago in Tasks & Workflow 0

Allow decimal discounts when invoicing

Accept decimal figures (example 12.5%) when invoicing and not round it to the nearest whole number.
Miriam Sackie-Mensah about 2 years ago in Invoicing & Finance 0

MTD IT field to be available

Given MTD for IT is round the corner, we need to capture 23/24 fee income for self employment and rental income for property somewhere to know if the clients may get mandates and warn them before they get the HMRC Letter. Will also need to know th...
Guest about 1 year ago in Clients 0 Planned

WIP Download : ability to filter on specific client

Currently we have to download everything but we want to look at the time on 1 job for 1 client, we have to download time for everyone and then filter by the client we are looking for and remove the rest of the data out.
Guest about 1 year ago in Tasks & Workflow 0

Progress - draft accounts sent to companies house = change to draft to client

Draft accounts cannot be sent to Comoaies House !!!
Guest about 1 year ago in Tasks & Workflow 0

Ability to group tasks together on the task list

Ability to group tasks together on the task list, eg. partnership accounts and the tax returns for the partnership and partners so they all appear on one line on the task list rather than multiple lines which aren't together.
Guest over 2 years ago in Tasks & Workflow 0

Skip Letter of Engagement in Portal

In Account Settings we have a toggle to ‘Allow Client to Skip Letter of Engagement’. This does not do as stated and just does not show the LoE to the client - in effect disabling it. Why can this not do as stataed and show up in the portal but all...
Guest about 1 year ago in Client Portal 0

AML and Credit Checks

It really doesn’t make sense that when the AML or credit checks are completed it’s not obviously marked when clicking into the client. It’s costing us money each time and should be a time saver but if we have to add an extra step or save down the ...
Guest about 1 year ago in Administration 0

Timeline (Deleted comments)

Feature request: 'Include Deleted' in Timeline. When a Timeline entry is deleted, the entry should remain searchable upon request. Provision to include a tick box to 'Include Deleted' would be the simplest way, ,highlighting deleted comments as 'd...
Guest about 1 year ago in Clients 0

Include Public Holiday in dropdown for time recording

No description provided
Guest about 1 year ago in Time 0