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Reset

  1. Multicurrency - Stop showing archived Tracking data in reports  ·  submitted

  2. Bills - Capture energy usage data when inputting utility bills  ·  submitted

  3. Practice Manager - Housekeeping (Assisted PII data removal for archived clients)  ·  submitted

  4. Demo - Ability to wipe all data  ·  not planned

  5. Expense claims - auto populate data like date, organisation, amount when uploading  ·  submitted

  6. Export - Option to export data in CSV UTF-8  ·  submitted

  7. Cash Coding - Copy and paste data across multiple rows or columns  ·  submitted

  8. Xero Tax - Export data in CSV format  ·  submitted

  9. XPM Report Builder - List of all data fields by report type  ·  submitted

  10. Demo Company - Clear ALL, don't reset, optional data reload and cloning  ·  submitted

  11. Payroll | Instant data refresh / auto sync when entering payroll details  ·  delivered

  12. Projects - Improved reports & data fields for estimating  ·  submitted

  13. Tailor system data fields i.e. customise Year End date.  ·  submitted

  14. AU Tax - Exclude Xero figures from worksheet when importing xero data  ·  submitted

  15. Navigation - More quick links to speed up data entry  ·  submitted

  16. Online/Offline synching, to enter data when no internet connection.

  17. Payments - Use local time zone to calculate the Date from PayPal data feed  ·  submitted

  18. XPM Budget Field - Only available if Staff have Access Financial Data permissions  ·  submitted

  19. UK Personal Tax | Include top slicing relief on schedules of data

  20. User roles - Limit user from seeing historic data  ·  submitted

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