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3 results found

  1. Practice tools - Bulk bank feed refresh

    It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually

    8 votes

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    submitted  ·  1 comment  ·  Clients  ·  Admin →
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  2. Practice Tools | Clients - Bulk email update of a client

    Currently we can update a clients physical/postal address and then update all those relevant in the group using the pop up 'Update relevant client addresses'. It would be so helpful and save time to be able to do this for the EMAIL address of a client.

    22 votes

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    submitted  ·  2 comments  ·  Clients  ·  Admin →
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  3. Practice tools | New Client - Option to add Staff

    We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)

    42 votes

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    7 comments  ·  Clients  ·  Admin →
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