Settings and activity

3 results found

1. Default Sales Category per account

   7 votes

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   2 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →

2. Customisable email invite

   29 votes

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   3 comments  ·  Prepare » Onboarding  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We will explore how to make this better thanks for the feedback

3. Transfer Clients to another accountant/ remove clients

   20 votes

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   2 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Neda Trifonova commented  ·  Feb 2, 2024  ·  Delete…

   Transfer Clients to another accountant in bulk.

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   Neda Trifonova supported this idea  ·  Feb 2, 2024