Settings and activity
14 results found
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26 votes
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8 votes
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Carol Wilkinson
commented
This seems like such a fundamental feature for batch payments - automatically populating the Particulars and Reference fields that will be recorded in the payee bank statements.
Carol Wilkinson
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6 votes
An error occurred while saving the comment Carol Wilkinson
commented
Very basic function that has been removed - would be great to have it back again. Much easier for the clients!
Carol Wilkinson
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3 votesCarol Wilkinson
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35 votesCarol Wilkinson
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6 votesCarol Wilkinson
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12 votesCarol Wilkinson
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8 votesCarol Wilkinson
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20 votesCarol Wilkinson
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15 votesCarol Wilkinson
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39 votesCarol Wilkinson
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6 votesCarol Wilkinson
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54 votes
An error occurred while saving the comment Carol Wilkinson
commented
We shouldnt need to have to vote on something so necessary, it should be in place already! agree it is very time consuming when customising report layouts
Carol Wilkinson
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60 votes
Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.
I'll keep you in the loop of this feature and when you can start making use of it, here!
Carol Wilkinson
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I run mthly management reports for my client and having the Opening & Closing stock as a total Mvt instead of the actual Opening & Closing is very unprofessional - is there a work around for this?