General

  1. iPhone and Android apps

    Are there plans to develop apps for iPhone or Android phones?

    21 votes
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  2. Task management / checklist

    This solution is great for workflows & larger jobs. however, I think it would benefit from a very simple task management offering too. For example, I do a lot of work for clients that won't fall under a standard job that i do very often. And i find that adding it as a job is a bit cumbersome and clutters up the jobs list (which isn't good). So, I think a task manager would be great (as a separate tab maybe)

    Example of tasks that I would typically record:
    - send expenses template to x
    - review investor presentation for…

    16 votes
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  3. Time tracking and client billing

    Recording of time in a more conventional time sheet format and ability to generate invoices and send directly to clients

    14 votes
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  4. Lead Generation (like a normal CRM)

    Is there future development to have a tab for lead generation and reporting? Or is there a work around?

    12 votes
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  5. 10 votes
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  6. Set legal address to same as trading address

    A tick box to automatically copy the legal address into the trading address fields would be useful and save a bit of time.

    5 votes
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  7. Create client and contact in one go

    Hi,

    It would save time if you could create a contact and a client in one go and they were then automatically linked.

    4 votes
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  8. Entering details of client's fees & pipeline clients

    To make this the central hub of practice management, expected fees could be entered and reported.
    Also tracking leads so that a separate CRM system isn't needed

    4 votes
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  9. Visual of outstanding jobs on dashboard

    We're struggling to see what jobs are outstanding at any given point.

    The calendar shows jobs by completion date (helpful as the deadline approaches but not much good before that) and the filters are well hidden.

    Something more visual on the dashboard would be great, some kind of pie chart based on a chosen filter perhaps or even just the number of jobs currently outstanding for that filter with a short list of the next 5 deadlines straight underneath.

    You could have say 5 customisable filters running along the top of the dash - it would be unbelievably useful in…

    3 votes
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  10. More info displayed in client list

    In the client tab it would be great to be able to see more information here (jobs in progress, jobs late, contact details etc). It would also be great to be able to print client list. It would allow for more visibility and ensure client information gaps are identified.

    3 votes
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  11. Allow tasks to be muted

    At times, I will have clients how are very far behind on returns. I am aware of these, yet they still show up at the top of my list of jobs. This is course is understandable. However, it would be great if I could mute these so that the most pressing jobs that will actually be done could be towards the top. Currently, each time that I go into the jobs tab it is meaningless as the first page is made up of returns that may never be actually done due to client inaction. At the same time, I wouldn't…

    3 votes
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  12. Date filters

    Add from/to date filters to the filter menu.

    Also, please consider adding an optional setting so that filters can be left on at all times.

    3 votes
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  13. Allow Clients fields to show in each job

    It would be useful to be able to display clients fields in the JOB as well as creating custom job fields

    2 votes
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  14. security roles

    Need to have access ries management

    Menu items ie clients ,contacts,reports jobs
    Field categories ( indicate categories not to show on jobs,clients etc)
    Field level (ie indicate fields not to show)
    Defined security roles templates
    Admin,Partner,Manager,Staff,Outsourcer

    2 votes
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  15. Enable recurring jobs to be created with a creation date in the past

    When setting up recurring jobs for the first time, it's very possible that the ideal creation date has already passed.

    At the moment the system won't allow you to create these so the only way to achieve it is to create the immediate job as a one off then any future recurrences as a recurring job.

    Being able to create a recurring job with an historic creation date would solve the problem.

    2 votes
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  16. Apply tags to multiple jobs or clients at the same time.

    The ability to apply tags to multiple jobs or clients at the same time to save time having to go into each job and individually applying tags.

    2 votes
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  17. Make client contact addition easier

    I think you should be able to add contacts to clients under the client editor screen (without having to add them to contacts first and then attach them)

    2 votes
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  18. 1 vote
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  19. AML Integration

    A section for AML details and risk assessment, and an integration with an ID verification service would be great.

    1 vote
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  20. Client Overview Tab & Page number in Job List

    1. Is there a way to add/delete/edit to the Overview Tab when viewing a client? I've added a custom field, is there another way to edit the fields that are already in there? Ie. Trading Address or Client Reference?

    2) Is it possible to add the page numbers to the top of the list of jobs? We'd like to be able to view them at the top & bottom or top only.

    Thank you,
    Trina Latta
    Bean Counting & Consulting, LLC

    1 vote
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