Settings and activity
3 results found
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11 votes
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Jo Schon
supported this idea
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68 votes
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Jo Schon
commented
Why oh Why cant we jus t email the client the document pack. It doesnt require a signature, it just needs to be emailed to the client for reference or to support other information provided at the end of a quarter
Jo Schon
supported this idea
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267 votes
Jo Schon
supported this idea
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Jo Schon
commented
Can we please have t he ability to attach a bank statement to a Bank reconciliation report
Another Column for the period that is covered, and another for when it is paid.