Settings and activity
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11 votes
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Calum Wilbur
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161 votesCalum Wilbur
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5 votes
An error occurred while saving the comment Calum Wilbur
commented
Some form of option to assign email addresses to their function, for example if the client requires invoices and statements to go to different emails invoices@..., statements@... a way to either select this under contact settings or as a drop down when sending invoices or statements rather than having all the emails auto populate then having to go through and delete the ones that aren't needed
Calum Wilbur
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298 votesCalum Wilbur
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It would be helpful if the equity workpaper carried forward the attached supporting documents from the previous year like the permanent section and hire purchase sections. Alternatively, you could under the option allow the firms to select what supporting documents they want carried forward to the next year.