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Settings and activity

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  1. Practice Manager - 'Sticky Note' on client home page

    82 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Mamun Rashid commented  · 

    I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.

    Mamun Rashid supported this idea  · 

  2. Xero Tax - Report to show Amended Returns / Activity Statements

    6 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Mamun Rashid shared this idea  ·