Settings and activity
73 results found
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12 votes
An error occurred while saving the comment 
Adelle Brown
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2 votesAdelle Brown
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7 votesAdelle Brown
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7 votesAdelle Brown
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35 votesAdelle Brown
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2 votesAdelle Brown
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35 votesAdelle Brown
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30 votesAdelle Brown
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43 votesAdelle Brown
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4 votesAdelle Brown
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2 votesAdelle Brown
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7 votesAdelle Brown
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5 votesAdelle Brown
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15 votes
An error occurred while saving the comment Adelle Brown
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In previous software I have used it will not allow you to add the same IR number to multiple clients - This would solve this problem
Adelle Brown
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9 votesAdelle Brown
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6 votesAdelle Brown
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11 votesAdelle Brown
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13 votesAdelle Brown
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8 votesAdelle Brown
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Adelle Brown
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This is super handy for when looking at client info and seeing the age of dependent children, or as the client is moving towards pension age for future planning, and succession planning in general.
There are also other reasons, like birthdays etc.
All-in-all it is easier to see at a glance.Adelle Brown
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We need to be able to create a recurring credit note, as disbursements have been put to a client and a discount has been offered to the client.
There is currently only a manual way of doing this by intercepting the disbursement charge and making an amendment.
This method relies on a person remembering to do this and pick it out from hundreds of imported disbursements - which is not a reasonable method.