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  1. 6 votes

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    Hi team, we'd like t share some work that is underway that'll solve the need here. We're developing dynamic report group headings, that'll allow practices to drive financial report group headings from dynamic report fields.

    Once released this'll mean names like directors and shareholders will stay accurate without you needing to manually edit each year.

    I'll round back to confirm once this is live. 🙂

    Tracy Hayes supported this idea  · 
  2. 105 votes

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    Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.

    This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.

    Tracy Hayes supported this idea  · 
  3. 29 votes

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    ✨ Hi everyone, thanks so much for sharing your feedback around the privacy of information when printing returns. We understand how important it is to protect sensitive client information. We have moved this Idea to Gaining Support, so you can let others know that this is something they can vote on and add comments too. This is really helpful for the Product team to see when they are looking at potential improvements. We’ll make sure to update this thread as we learn more. ✨

    Tracy Hayes supported this idea  · 
  4. 11 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Tracy Hayes supported this idea  · 
  5. 11 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Tracy Hayes supported this idea  · 
  6. 155 votes

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    Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.

    There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.

    As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️

    Tracy Hayes supported this idea  · 
  7. 7 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Tracy Hayes shared this idea  · 
  8. 7 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Tracy Hayes supported this idea  ·