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.
[Received from Paul Swinton at Swinton Accountants as well]
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.