Settings and activity
106 results found
-
7 votes
Elisa Harris
shared this idea
·
-
11 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Elisa Harris
supported this idea
·
-
2 votesElisa Harris
supported this idea
·
-
2 votesElisa Harris
supported this idea
·
-
4 votesElisa Harris
supported this idea
·
-
6 votesElisa Harris
supported this idea
·
-
2 votesElisa Harris
supported this idea
·
-
320 votesElisa Harris
supported this idea
·
-
10 votes
An error occurred while saving the comment Elisa Harris
supported this idea
·
-
6 votes
An error occurred while saving the comment Elisa Harris
commented
100% agree. We definitely need the capability to run reports on bank details, even if the reports are part of some sort of restricted access. This also comes into play for new software integrations such as trust account software, that requires this and up to this point there has been nothing to export.
Elisa Harris
supported this idea
·
-
6 votesElisa Harris
supported this idea
·
-
95 votes
An error occurred while saving the comment Elisa Harris
commented
Totally agree, coming from a firm that transitioned from Handi 18 months ago, it is less than ideal for all staff to be able to view all these personal details for staff and their families/entities such as:
- Home address
- Dates of birth
- How many and which entities the staff member hasElisa Harris
supported this idea
·
-
4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, yes yes please! This is a HUGE issue and has a major impact on procedures, that the average staff member cannot view data like this because to grant them that permission is far too broad. Especially seeing the biller client for the group is essential and extremely disappointing that you have to have full financial permissions to be able to view such minor/non-sensitive information.
Elisa Harris
supported this idea
·
-
3 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, it would be so helpful to have some sort of automatic input or matching, to eliminate people entering one and forgetting to do so for the other.
Elisa Harris
supported this idea
·
-
2 votesElisa Harris
supported this idea
·
-
3 votesElisa Harris
supported this idea
·
-
8 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical! Can't believe this isn't a thing yet! Definitely need to be able to bulk delete jobs, especially because you can bulk add them and there is therefore a much higher likelihood something goes wrong or get imported incorrectly.
Elisa Harris
supported this idea
·
-
3 votesElisa Harris
supported this idea
·
-
3 votesElisa Harris
supported this idea
·
-
7 votesElisa Harris
supported this idea
·
Yes absolutely, and agree with Paul's comment below as well. It is so frustrating to constantly have to count back 14 from the due date to figure out when the invoice was issued. Would appreciate some more flexibility/columns here!