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Settings and activity

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  1. 39 votes

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    Felicity Charles supported this idea  · 
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    Felicity Charles commented  · 

    This suggestion could save 15 minutes per client

  2. 41 votes

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    Felicity Charles commented  · 

    This would help employees have a clear visual view of tracking time

    Felicity Charles supported this idea  · 
  3. 84 votes

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    Felicity Charles commented  · 

    I agree with Jan. This is very critical for all trust types to calculate the tax for clients

    Felicity Charles supported this idea  · 
  4. 48 votes

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    Felicity Charles supported this idea  · 
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    Felicity Charles commented  · 

    I agree. This is very time consuming when customising report layouts. It would also be great to see the $ values of accounts when customising reports

  5. 90 votes

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    Felicity Charles commented  · 

    Agree - this would be a critical feature to help staff and ensure nothing is missed

    Felicity Charles supported this idea  ·