Settings and activity
11 results found
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52 votes
Appreciate you'd like to add more detail for assets within a pool.
Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support.
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Tim Hawthorne
supported this idea
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60 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Tim Hawthorne
supported this idea
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80 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
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95 votesTim Hawthorne
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321 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Tim Hawthorne
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120 votesTim Hawthorne
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95 votesTim Hawthorne
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103 votesTim Hawthorne
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57 votesTim Hawthorne
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126 votesTim Hawthorne
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43 votesTim Hawthorne
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Cannot believe this still hasn't been provided. Detailed pool report should show all assets in the pool, not just recently added. It is particularly relevant if we want to show clients what assets are in the pool, in case there are additions or disposals we are not advised about