Settings and activity
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1 vote
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Francisca Dale
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4 votesFrancisca Dale
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5 votesFrancisca Dale
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1 voteFrancisca Dale
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1 voteFrancisca Dale
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1 voteFrancisca Dale
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1 voteFrancisca Dale
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41 votes
An error occurred while saving the comment Francisca Dale
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It would be beneficial to be able to do this with the ability to then see the naming conventions AND be able to update client data via the import function.
Currently the export function is VERY narrow, with the import function fragmented between HQ and Practice manager (especially in relation to the tax code and data). It disappointing to say the least. It makes bulk updating clients difficult and using your product VERY clunky.Francisca Dale
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8 votesFrancisca Dale
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16 votesFrancisca Dale
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5 votesFrancisca Dale
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4 votesFrancisca Dale
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391 votes
Hi team, appreciate wanting to hear news from us here and apologies we've not checked back in sooner. Our product team have done initial work to understand the work involved in enabling your customers to pay you through Customer Statements. This is a priority for them and we have plans to develop this capability, however they need to balance this work with other key priorities. While we'll leave the idea Under review for the time being, as soon as there's an update we'll share this all with you, here.
Francisca Dale
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18 votesFrancisca Dale
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160 votesFrancisca Dale
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(UK) Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.