Settings and activity
8 results found
-
37 votes
An error occurred while saving the comment 
Samantha Campbell
supported this idea
·
-
214 votesSamantha Campbell
supported this idea
·
-
15 votesSamantha Campbell
supported this idea
·
-
42 votesSamantha Campbell
supported this idea
·
-
10 votesSamantha Campbell
supported this idea
·
-
1 vote
An error occurred while saving the comment Samantha Campbell
commented
Would love to have the ability to add columns in the Tax Return section/tabs such as Partner or Manager so you can see who the return belongs to without having to go into the return or the client.
Samantha Campbell
shared this idea
·
-
9 votesSamantha Campbell
supported this idea
·
-
18 votesSamantha Campbell
supported this idea
·
We are merging 5 XPMs into one so all our client data is together and we have now been advised we have to manually add the ABN branch number and all client bank details manually, either into the import CSV or directly into the client profiles due to the fact that this information is not able to be exported with client data into a report. This is ridiculous, especially when it exports the ABN, you would think the branch number would be a no brainer! We now have over 5000 clients to update these details in manually for.