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Settings and activity

12 results found

  1. Custom control accounts

    5 votes

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    Lisa Walker commented  · 

    Ability to add custom control accounts for loans etc

    Lisa Walker supported this idea  · 

  2. Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.

    5 votes

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  3. Remove Multiple Flow Lists

    7 votes

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  4. Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero

    2 votes

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  5. Functionality to create a report that will show the Supplier and Customer percentage of overall Sales and Purchases for a period of time.

    4 votes

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  6. Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.

    4 votes

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  7. Option to apply the Duplication Settings across all client accounts

    10 votes

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  8. As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client

    7 votes

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  9. 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.

    10 votes

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    Lisa Walker supported this idea  · 

  10. When uploading pdfs purchase invoices, be able to select the order in which they process.

    8 votes

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  11. Identify overlapping bank statement transactions

    12 votes

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    Lisa Walker commented  · 

    Identify overlapping statements and therefore duplicated bank transactions. Be able to delete duplicated transactions.

    Lisa Walker supported this idea  · 

  12. Customisable email invite

    30 votes

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    Lisa Walker supported this idea  ·