13 results found
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To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.
To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.
3 votes -
1 vote
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The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard
The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard
1 vote -
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
8 votes -
4 votes
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Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
Registered office address on Companies House info (deadlines dashboard)
Registered office address on Companies House info (deadlines dashboard)
2 votes -
Enable customised date range for Activity Stats Dashboard
Activity Stats Dashboard enable a 5 year summary. So clients listed and then year 1, 2, 3, 4 ,5 with activity stats and turnover.
3 votes -
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
3 votes -
Customised date feature for client list healthscores
Client list page show current month by default needs to be made customable to provide historic data at a glance for previous completed months. Currently can only do this by individual client.
1 vote -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.
2 votes -
Summary number of clients in "filtered" practice dashboard view
Under Practice Analysis -> Practice Dashboard, add a subtotal or "count/sum" bubble for filtered view. currently there is only the count bubble for "all clients" "my clients" and "favourites". for example, filter by healthscore >75, the number of clients meeting this criteria changes all the time and we just need a quick flash number every day
2 votes -
Notifications
notifications
4 votes
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