Settings and activity
5 results found
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56 votes
Felicity Charles
supported this idea
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48 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
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145 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
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57 votes
Felicity Charles
supported this idea
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An error occurred while saving the comment
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
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180 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment
Felicity Charles
commented
Agree - this would be a critical feature to help staff and ensure nothing is missed
Felicity Charles
supported this idea
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This suggestion could save 15 minutes per client