Settings and activity
4 results found
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15 votes
Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
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Hine Nicholas
supported this idea
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417 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Hine Nicholas
supported this idea
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67 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Hine Nicholas
supported this idea
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27 votes
Hi team, we appreciate the feedback and why you'd like to be able to look at history of logins for an organisation.
Right now, while not a full audit trail like you're after here there is the Assurance Dashboard where you can view User Activity to see what actions users within an org have been taking.
As many will know the History & notes report will also give you deeper insight into some of the actions made by users across your org.
Being open this isn't something we have immediate plans for developing but will continue to keep a close pulse on this idea here and support it continues to receive. If there are any updates we will share.
Hine Nicholas
supported this idea
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It would be really good if we were able to export from this report, or have the ability to sort or filter, especially with checking bank account changes.