I would like to see the ability to filter on both the job type and a date period in the client window.
I wanted to edit the dates on all my VAT returns for some clients today and then the dates for sending the accounts to the CA.
I thought i could filter on unplanned jobs then get a set period or date but I ocld not. the only option I had was either scroll down for the next 9 months in the jobs list or across the next 9 months in he planner to get them edited.
Not the most convenient way.
We definitely plan to add relative dates or periods to all filters so "this month", "this quarter", "next month"....maybe "next x months" etc.
We also need to extend this to widgets as well.
[Received from Paul Swinton at Swinton Accountants as well]