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DDR Upgrade Suggestions

It would be good to have the following available in the DDR:
L&P - an attachment box for each expense
P11Ds - nowhere to put this
Notifications linked to the team rather than whoever sends the DDR's, most practices will run this as a project

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Isla Mayfield shared this idea  ·   ·  Report…  ·  Admin →
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  • Anna Stubbs commented  ·   ·  Report

    I agree Isla. The data request is not complete without these.
    Employment expenses and benefits are not prompted for at all and need to be.
    L&P needs an itemised approach for all income and expenses (not the profit figure) to basically match the backing schedules.
    Also a section to add additional expenses to L&P.
    Would like much more emphasis on attaching supporting documents throughout the ddr.

    Also I couldn't find a way to do it but forgive me if there is - a reminder message to chase up to refresh the link sent out to client and prompt them to complete it.