Settings and activity
14 results found
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27 votes
An error occurred while saving the comment -
11 votes
An error occurred while saving the comment 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 supported this idea ·
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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 supported this idea ·
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3 votes
Carol Wilkinson shared this idea ·
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36 votes
Carol Wilkinson supported this idea ·
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7 votes
Carol Wilkinson supported this idea ·
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12 votes
Carol Wilkinson supported this idea ·
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8 votes
Carol Wilkinson supported this idea ·
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22 votes
Carol Wilkinson supported this idea ·
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17 votes
Carol Wilkinson supported this idea ·
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42 votes
Carol Wilkinson supported this idea ·
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6 votes
Carol Wilkinson supported this idea ·
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56 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 supported this idea ·
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62 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Carol Wilkinson supported this idea ·
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?