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  1. XPM - Update client details via API

    24 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Clayton Wood commented  · 

    Interesting this could go in the Practice Management menu, but it's not. With all the updates to XPM, I hope the team are working towards this improvement soon.

    We have a few votes and no real response yet? Lots of key data points for XPM data not being connected to an API like Bank Details, Verification data, Director ID's. The last two are both new additions to the system, so should be able to add in an API when adding new fields team.

    Clayton Wood supported this idea  · 
    Clayton Wood shared this idea  · 

  2. Bank statement - Filter by spent or received

    44 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Clayton Wood supported this idea  · 

  3. Pricing Plans - Add Cash Coding to Starter plan

    190 votes

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    submitted  ·  93 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Clayton Wood supported this idea  ·