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Practice tools

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4 results found

  1. Can there be a log of when a signature request has been sent for signing the accounts and corporation tax return?

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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  2. XPM - Utilise wider screen section for work in progress lists and allow ability to widen the columns manually as the current WIP lists only use approx. half of the screen width.

    Currently my job names combined with the job number are wider than the column width meaning the end of the job name is missed off and often this relates to the specific period for the job meaning I cannot easily see what time / WIP relates to which job without clicking on the job itself.

    1 vote

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  3. want to be able to create Report Builder filtering Tax Returns where 'Final Tax Return' has been answered 'Yes' - this will help keep Offboarding & ATO list tiday & up to date for lodgement performance - can't seem to find this field in current report filters though

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  4. Hi, this single billing account for UK or global is very painful, why cant your practice account bill for all clients, seems ludicrous that i have to have 2 separate accounts to bill

    1 vote

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