Settings and activity
12 results found
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10 votes
An error occurred while saving the comment Kristan Wright supported this idea ·
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47 votes
Kristan Wright supported this idea ·
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248 votes
Kristan Wright supported this idea ·
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362 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Kristan Wright supported this idea ·
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15 votes
An error occurred while saving the comment Kristan Wright commented
Yes. This needs to happen. Causes so many issues.
I can't believe it doesn't consider them unique based on ABN or client code.Kristan Wright supported this idea ·
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79 votes
An error occurred while saving the comment Kristan Wright commented
This can be done though FYI in bulk, but would be great feature to have in XPM.
Kristan Wright supported this idea ·
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112 votes
Kristan Wright supported this idea ·
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15 votes
An error occurred while saving the comment Kristan Wright commented
Yes!! Dates when clients were created and archived would be great!!
Kristan Wright supported this idea ·
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12 votes
Kristan Wright supported this idea ·
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48 votes
Kristan Wright supported this idea ·
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13 votes
Kristan Wright supported this idea ·
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1 vote
Kristan Wright shared this idea ·
Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.