405 results found
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Workflow homepage filters to be automatically added to colleagues' homepages
If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.
2 votes -
add Hours column to billing WIP screen
Add hours column to help with cilling descriptions, so you dont have to go elsewhere to run a WIP enquiry to get this info.
4 votes -
Billing support Documents
. It would be good to link the billing support documents (i.e. the random spreadsheets and wip reports) to a bill in such a way that they are accessible from the bill workflow and the billing tab? It would need to be possible to attach them after the bill was posted (e.g. as they were scanned in).
2 votes -
Workflow - create workflow on the creation of a draft bill
Whilst there is an option to start a workflow on the posting of a bill we would benefit from having an earlier start point when the bill is drafted so that it can be assigned to the appropriate staff member at the various stages.
It would need to be only at the point of the draft invoice being ok'd and not automatically on the creation of the billing wizard as sometimes these are aborted.
If it could follow into the 'Bill Posted' workflow that would be great but it it needed a new workflow created instead then that is not…
1 vote
Evan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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Allow bulk complete on multi-task workflow steps on the task homepage
We are currently able to bulk complete tasks on the task homepage, unless they are multi-action tasks, for example with a Yes/No outcome. It would save considerable time to be able to select numerous tasks and complete with an action box pop-up to ask if they are to be completed as a Yes or No in bulk.
42 votes -
Ability to add custom algorithms or Ability to overtype standard job names
As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff
3 votes -
Manage Email Templates
Option to inactivate email templates so they would not be available for use.
2 votes -
Mail Merge - change handling of illegal characters in filename
If a client name includes either : or / (the same may apply on some other characters) then when running a mail merge to email with a smart report being attached (e.g. debtor statements) the merge fails on that client because the file name and path are invalid.
Can you include some error handling so that these characters are stripped out when generating the file path. We have several clients this applies to where the legal company name at Companies House includes one of these characters so renaming the client is not an option.
3 votesEvan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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Editable Text field to show on Workflow homepage
It would be very useful to have a field to add notes that is NOT linked to a particular step; but the workflow as a whole. Then the partner/manager can see any issues affecting that workflow without having to drill into the individual steps of the workflow each time.
15 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Pension Master Pack
At present, the pension master pack does not incorporate the same chart of accounts as Accounts Production. This means that figures have to be posted seperately into each, and cannot be transferred directly between the two. The Charity master pack was recently updated to reflect this.
3 votes -
File Maintenance back button
A back button on file maintenance would be useful instead of having to access it again from the file menu each time.
34 votes -
Employee Planner order setting
Employee planner has recently been updated so the order of employees and employee categories is now alphabetical rather than by id number. Please can you add this as a setting or option in maintenance perhaps as we prefer the original setting. Thanks
6 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Mail/email merge from report/smart report
When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group
1 vote -
Group Tab - Ad Hoc Entries
Since 2019.3 we now have displayed Ad Hoc entries on the group tab which are meaningless to the client. Historically we allocated a number of WIP entries to Est To Complete via a nil bill across multiple clients.
Because of this we now have meaningless Ad Hoc Parent and Child references which we cannot remove.
Please can we have the facility to remove these Ad Hoc entries as appropriate.
12 votes -
Saving documents in .docx rather than .doc
At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.
1 vote -
Payment terms / days - to be set at transaction (invoice) level
We would like to be able to apply different payment terms to specific types of fees that we issue to clients such as payroll fees.
It would therefore be really helpful if we could apply the payment terms / days at transaction level when raising an invoice (say in Stage One of the Billing Wizard) overriding any default payment terms / days that have been applied at client level.
This will then really help with our credit control process some of which is now automated and free up even more of our credit controllers time.
3 votes -
Mail Merge from lists
Currently one can only add to a mail merge list we would like to be able to delete a client from a list
1 vote -
Workflow can auto update Responsibilites
Have a step that auto updates a chosen responsibility to the person that completes the step or the step before.
7 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Allow macro enabled documents at master level
We have been trying to create a master pack template for everyone to use. One of the main templates that we usually use and would like to bring in is macro-enabled but this is not supported in Working Papers currently.
1 vote -
Tasking Documents
can we have an enhancement to view the documents in a task without having to open the task, show documents and close task
1 voteEvan Jones
responded
Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
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