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Tag: 2013

CRM + Prospect

Please start using the Prospect full functions. Also, we have activated the DOC, CSR, EVENT, TIME on CRM. ...

Prospective client on mobile version

Thanks to K.C. Oh CPA- He had suggested we should put the Prospective Client function on the phone ...

Trial Balance rework

We are reworking the trial balance presentation by putting in the options to select whether to include the ...

Balance sheet presentation and year-end closing

We are now refining the balance sheet presentation by inserting the options of whether to disclose the detail ...

Job Efficiency and Productivity Reports

We are in the middle of redoing the two important reports to reflect the main concern for all ...

Presentation

We were presenting the CPAnywhere to a film production company two days ago. From the meeting, we have ...

IRD regarding the change of the IRD 56 series of forms

Last week, we have received a letter from the IRD regarding the change of the IRD 56 series ...

Adding Event

In the past, the system would automatically display client’s address on event. Now, we can edit or add ...

Better prospective clients handling

In the past, we have to go to the Prospective master maintenance to add a prospective client for ...

Global Search

Global Search has became very hot among our users. We are adding the search on telephone number, email ...