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  1. Email outstanding jobs

    Is it possible to add a feature whereby an email can be sent to the 'practice manager' with details of all outstanding jobs, say once a week or at a frequency determined by the practice.

    14 votes
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    1 comment  ·  Admin →
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  2. 9 votes
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  3. 8 votes
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  4. Add same job to multiple clients

    It would be very helpful to be able to assign jobs / job templates across multiple clients at the same time. e.g. when creating a recurring task you could select multiple clients rather than just one. This would be very helpful for initial set up

    6 votes
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  5. email automation

    The system could be used to chase up clients for their records. So, for a VAT return, once a recurring job is set up the system could email the client every 7 days until paperwork/records received. For accounts, the period of recurring email should be longer, but maybe this could be specified in the client info.

    5 votes
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    1 comment  ·  Admin →
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  6. Office365 / MS Outlook Integration

    When are we likely to see integration with Office365 / MS Outlook for sync of Contacts, Tasks, Calendar Appointments etc.

    4 votes
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  7. Bulk delete open jobs

    Is there a way to bulk delete all open jobs?

    4 votes
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  8. Deadline date filter

    I think i've mentioned this before but being able to filter open jobs by deadline date would be really handy.

    3 votes
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  9. Address should be visible when viewing client

    It looks like the address is only visible if you edit the client?

    3 votes
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  10. page numbers at top & bottom of pages

    With multiple clients would be nice if the pages were at the top as well so you don't have to scroll down to get to the next page

    2 votes
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    1 comment  ·  Admin →
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  11. Import needed

    If there is no import facility, can't see may accountants bothering to manually enter all the clients & jobs into the system

    2 votes
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  12. allow Clients to be 'contacts' of other clients

    Jobs are posted for clients, so a Limited Company would be a client (accounts, tax etc). Generally the Directors are clients also (tax) but you would want to know they were also a contact of the Limited Company

    2 votes
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    completed  ·  1 comment  ·  Admin →
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  13. Header and footer

    Need separate header and footer for emails also the ability to exclude header and footer

    1 vote
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  14. Companies House Integration

    Does the software integrate with Companies House and update records with Companies House overnight

    This feature is available with other software providers

    Thank you

    1 vote
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    Yes, we already have this functionality – select Clients from the menu, and then select any single client. Click the Companies House tab, and then follow the instructions. I’ve attached a screenshot.

    This data automatically gets updated every day.

  15. Jobs

    From the reports suite, I think you need to show the client name on the list of open jobs.

    1 vote
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    completed  ·  0 comments  ·  Admin →
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  16. Client Type

    Create an extra field for the client type "sole trader". Sole Traders and Individuals not necessarily dealt with the ame when it comes to preparing the tax return.

    1 vote
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    completed  ·  1 comment  ·  Admin →
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  17. Document Search

    Search function needs to be able to search attached documents also

    1 vote
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  18. Task filter on dashboard or task page

    Needs a task filter and a task page for each user to see thier individual tasks and filter them

    1 vote
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    completed  ·  0 comments  ·  Admin →
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  19. Deletion

    Hi, I entered too many of the same Jobs under one client by mistake and now I have 3 'client setup' jobs that are the same. I need to delete 2 of these entries but there is no 'Delete' option to do this. Maybe it would be helpful if there was a 'Delete' button on this page to be able to do this hassle free. regards, Nigel.

    1 vote
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  20. Change how the checkbox displays in custom fields

    when looking at a checkbox (custome field created) if it's ticked the number 1 is shown to indicate it's ticked. It would be better to show "Yes" instead of "1"

    1 vote
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