Settings and activity

39 results found

1. Identifying duplicate transactions based on reference number (not only "Contact" and "Value")

   4 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

2. 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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   Kathryn Davies supported this idea  ·  Nov 21, 2023

3. Custom control accounts

   4 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

4. debtor balance

   2 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

5. 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

   4 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

6. 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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   Kathryn Davies supported this idea  ·  Nov 21, 2023

7. Control Accounts to be connected with the Accounting software

   2 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

8. Replies to comments

   4 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

9. Registered office address on Companies House info (deadlines dashboard)

   2 votes

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   Kathryn Davies supported this idea  ·  Nov 21, 2023

10. Allow adding specific users to certain clients in a bulk

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

11. Set up a check that will show if the company is able to claim Small Employer’s Relief and Employer’s NI Allowance.

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

12. Enable customised date range for Activity Stats Dashboard

    3 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

13. Duplicate Transactions Export showing all transactions data and values

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

14. Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

15. Reviewer check boxes in flows

    7 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

16. Make the sales analysis exportable

    3 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

17. Flow Assignee's

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

18. 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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    Kathryn Davies supported this idea  ·  Nov 21, 2023

19. 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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    Kathryn Davies supported this idea  ·  Nov 21, 2023