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425 search results

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

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

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

  4. XPM - Generate new client record via ATO Pre-fill Data  ·  Gaining Support

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

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

  7. Projects - Improved reports & data fields for estimating  · 

  8. Xero Tax - Export data in CSV format  · 

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

  10. Jobber integration to sync data from Xero  ·  Not in pipeline

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

  12. Pre-populated data pulled from uploaded bills  · 

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

  14. Payroll | Instant data refresh / auto sync when entering payroll details  ·  Completed

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

  16. UK Personal Tax | Include top slicing relief on schedules of data  ·  Gaining Support

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

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

  19. User roles - Limit user from seeing historic data  · 

  20. Account Transactions - Tab through fields for data entry  ·