Member Since: 5th Feb 2018
15th Feb 2020
will take the first 8 characters from A1 after removing any spaces.
28th Jan 2020
PDFill Tools is free.
Has a bunch of tools to merge, split, watermark, rotate and to password protect a PDF file.
24th Jan 2020
We're in the beta too.
The core functionality seems good. I do wish that we hadn't auto-generated jobs for all of the 2019 personal tax cases though! Also wish we did a better job of distributing clients between staff before generating the job list as the majority are now assigned to me, how delightful.
For those not in beta, the way it works is:
Clients have 'Services' - currently Ltd Accounts, CT, VAT (+ equivalent for individuals).
Services have 'Jobs' - one job per service period
Jobs have 'Tasks' - when a job is created it has a preset (and quite comprehensive) list of tasks. Has a good level of detail for accounts. Perhaps too much detail for a simple case.
I like how you can view a list of a staff member's jobs and the progress of them.
There doesn't appear to be a way to customise the task workflows for job types at the moment.
Not sure if statutory deadlines are pulled from Companies House or calculated internally based on period ends. I think most likely the latter.
Compared with the bells and whistles that AccountancyManager has, this early release of TF PM seems quite barebones but I think the core functionality might be better?
Can do a more detailed write-up after 31/01 if anyone is interested.
23rd Jan 2020
Another vote for Investintech Able2Extract
It's the best OCR tool for bank statements I've seen as it's the only one which can handle the different row-splitting methods that each of the banks use on their statements.
You can set the row splitting method to "document horizontal lines" but not every statement has these. You can use a "key column" i.e. whenever there's an entry in the key field, add a row break. (e.g. date column)
The other option is just to use Autoentry if you're happy with the per-page costs.
13th Jan 2020
Create a zip file of your folder and password protect the zip file.
7zip is the best way to do this in my opinion.
19th Dec 2019
Corporation Tax provision is an accounting estimate.
FRS 102 10.18 says that:
An entity shall disclose the nature of any change in an accounting estimate and the effect of the change on assets, liabilities, income and expense for the current period.
Changes in accounting estimates result from new information or new developments and, accordingly, are not corrections of errors.
So it's not a prior year adjustment and you should not restate prior year comparatives.
1st Dec 2019
Sounds like a job for pivot tables.
If its not already in a table, convert it to one by selecting everything and hit Ctrl+T.
Then when the cursor is in the table, go to insert > pivot table.
Example might be Date in the columns (remove everything other than years), employee field in Rows, either time or amount fields in your Values.
29th Nov 2019
It's due to how it authenticates with gmail. Gmail wants software that connects to it to be granted authorisation.
You can still set an app-specific passwords for things like Moneysoft to send emails via SMTP, but it will be less secure of course.
Not an issue unless you want to send payslips directly out of the software.
26th Nov 2019
We use Croner Taxwise for specialist advice and have always been happy with the responses we get.
We're transparent about it and pass on the fees at cost.
22nd Nov 2019
Had a look at it after the BBC article. Looks interesting but it's definitely not a replacement for Excel. Perhaps a replacement for MS Access.
Best feature I've seen so far is perhaps the API integration which is very easy to use. Tested it out and got it to pull Companies House data into an Airtable clients list using Python in about an hour (I'm by no means an expert).