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  1. 41 votes

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    Zoe Giles-Jones supported this idea  · 
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    Zoe Giles-Jones commented  · 

    Please update this. We sync from GreatSoft (MYOB) always has a mobile number and never a fax

  2. 14 votes

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    Zoe Giles-Jones commented  · 

    Yes, this would save so much time, esepcially as we have permissions based on certain roles in the company.

    Zoe Giles-Jones supported this idea  · 
  3. 4 votes

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    Zoe Giles-Jones shared this idea  · 
  4. 14 votes

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    Zoe Giles-Jones commented  · 

    Yes, would love the comparative function to be on FBT returns and not just ITRS. Also need comparative on the schedules on ITRS too!

    Zoe Giles-Jones supported this idea  · 
  5. 1 vote

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    Zoe Giles-Jones shared this idea  · 
  6. 3 votes

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    Zoe Giles-Jones shared this idea  · 
  7. 97 votes

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    Zoe Giles-Jones supported this idea  · 
  8. 23 votes

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    Zoe Giles-Jones supported this idea  · 
  9. 290 votes

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    Zoe Giles-Jones supported this idea  · 
  10. 22 votes

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    Zoe Giles-Jones commented  · 

    Please give this functionality. We also have this issue and clients come to us months later asking why this user still has access, months after he has left the firm. And for us advisors, we shouldn't have to leave this for our clients to action.

    Zoe Giles-Jones supported this idea  · 
  11. 2 votes

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    Sorry Zoe, just trying to understand the page you're referring to here - When you say 'on the first page', is this within a specific report that you're running at present? 

    Are there particular reports you'd find most useful to add comparatives too? Thanks

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    Zoe Giles-Jones commented  · 

    Hi kelly. Sorry for the long delay in reply. Advisor reports - financial statements. When im on the first page of the our financial report and i select to have no comparison year, when i go to the second page, it defaults back to showing the compare to 1 year. Would be good to be able to apply to all pages when selected form the first page

    Zoe Giles-Jones shared this idea  · 
  12. 6 votes

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    Zoe Giles-Jones commented  · 

    Hi Kelly, Financial reports but any advisor reports this would be great

    Zoe Giles-Jones shared this idea  · 
  13. 1 vote

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    Hi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂

    Zoe Giles-Jones shared this idea  · 
  14. 136 votes

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    Zoe Giles-Jones supported this idea  · 
  15. 23 votes

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    Zoe Giles-Jones commented  · 

    Yes - actually linking notes to the balance sheet and report codes from the balance sheet flowing to the notes, would allow for swing accounts between trade & other receivables and trade and other payables etc. to work in both balance sheet & notes (currently we’re restricted because the swing doesn’t work in the notes as receivable & payable are two separate notes that don’t connect).

    Zoe Giles-Jones supported this idea  · 
  16. 62 votes

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    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Zoe Giles-Jones supported this idea  · 
  17. 157 votes

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    Zoe Giles-Jones shared this idea  · 
  18. 165 votes

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    Zoe Giles-Jones supported this idea  · 
  19. 16 votes

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    Zoe Giles-Jones supported this idea  · 
  20. 39 votes

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    Zoe Giles-Jones supported this idea  · 
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