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29 results found

  1. AU Tax - Field to view Tax return status and whether started in tax report

    12 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright commented  · 

    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'.

    Kristan Wright supported this idea  · 

  2. XPM - Relationships - Add Share Class Type

    69 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  3. Practice Manager | Entities with the same name - Trusts & Superfunds

    18 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    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  · 

  4. XPM - Reassign client in bulk

    83 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    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  · 

  5. Practice tools | Clients - Create a registered office field on client details for companies

    119 votes

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    submitted  ·  6 comments  ·  Practice tools » Clients  ·  Admin →
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    Kristan Wright supported this idea  · 

  6. XPM: Report on new, archived and terminated clients

    20 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright commented  · 

    Yes!! Dates when clients were created and archived would be great!!

    Kristan Wright supported this idea  · 

  7. Practice Manager | Clients - Add columns

    19 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  8. XPM - Bill multiple clients in a group from the client group

    24 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Kristan Wright supported this idea  · 

  9. XPM - Ability to report on all fields

    2 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Kristan Wright shared this idea  · 
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