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Accountancy Manager - Am I missing Something?

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We've just started using Accountancy Manager and it seems to automatically set up multiple tasks for things we would consider to be one task. i.e. Prepare VAT return and Submit VAT return are 2 tasks. Prepare Accounts, Submit Accounts and Submit CT600 are 3 tasks. This set-up is making it really difficult to see the wood for the trees when all of our staff are dealing with 4 or 5 VAT returns at once, and a couple of sets of accounts. Are we the only ones who find this confusing? Is there a way of stopping this? I've asked the helpdesk and they haven't been overly clear in their answers. 

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By Software Seeker
04th May 2021 17:25

I too have had similar issues where there seems to be overkill when it comes to some of the functions. I have found the help team very helpful. I think there is a 'suggestions' box which users can complete if they have any useful ideas. I've submitted a few, but not seen any implemented yet.

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By sarahg
04th May 2021 17:29

We set one of the tasks to 'blank' person as default and the other to a person - then the other job is not generated

This drove me crazy too

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By PERMON
04th May 2021 17:43

I think perhaps this is intended for situations where different people prepare/submit . Where it is the same person doing both sarahg below has the easiest solution .

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By rmillaree
04th May 2021 18:29

I must admit when i had the trial i was left scratching my head a bit - i would say it probably does make sense in some respects ref the accounts side of things in particular.

Sending the accounts out for signature is a different stage of the process to submitting accounts and the CT600 filing deadline is different to the companies house filing deadline - so i can see why acountancy manager would include the option to keep the "flags" independent - seems a bit silly though if you need to pay for user blankety blank (Or Taxy McTaxface as we call them when we have fake name) to exist so they take all the crapola jobs that dont really exist in reality.

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blue sheep
By NH
05th May 2021 07:59

In the settings you can choose to leave tasks blank so they do not appear, for example for most clients we leave the VAT preparer blank and just assign the VAT filer as usually they are the same job done at the same time by the same person so only need one task.

We have always found support to be excellent, even when we had a really dumb question that was obvious once we got the answer

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By sallyrichardson
05th May 2021 12:27

Thanks to all of you - I really thought I was missing something. Off to reclassify 200 clients... lol

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By sallyrichardson
05th May 2021 12:27

Thanks to all of you - I really thought I was missing something. Off to reclassify 200 clients... lol

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