General

  1. Search by client

    When looking at clients it would be useful if we could search by the client name as opposed to scrolling through pages.

    1 vote
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    Hi. There are two easy ways to search for a client:

    1. From within the list of Clients, click the Show Filters button, and then type the client’s name into the “keyword” box and click the blue Filter button

    2. You can search for anything from anywhere in the app by making using the global search bar at the top middle of your screen. Just start typing the client’s name and you should get a match pretty quickly!

  2. 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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  3. 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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  4. 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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  5. Letter of Engagement

    Hi, Could you create function to generate letter of engagements.
    As an accountant these are essential to us, as they dictate the working relationship and responsibilities of the firm and the client.

    It would required conditional formatting where paragraphs would change based on the client entity and its the work undertaken, i.e VAT, Corporation Tax CT600

    1 vote
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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. 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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  8. 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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  9. 8 votes
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  10. 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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  11. 9 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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  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. Excel sheet uploads

    Needs to be able to upload excel workbooks .xls.xslx.xlm etc

    1 vote
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  15. Document Search

    Search function needs to be able to search attached documents also

    1 vote
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  16. 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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  17. 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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  18. 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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  19. Job schedule list on dashboard

    Add the client name to the list to make it more meaningful

    1 vote
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  20. Can I use this software to track how time I spend on a task?

    This is vital for the billing of the client and would mean all is in the same place.

    1 vote
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