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Feature Requests

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Add Time Report
2
·

complete

Add country-specific Year End dropdown to Clients
2
·

complete

Add Bulk Actions to Files
2
·

complete

Add notification option when sharing files or folders
When a user shares files or folders with Contacts, add an option to send an email notification to the Contact(s) to let them know that items have been shared with them.
2
·

complete

Share individual files and not just folders
2
·

complete

No-Login Link File Upload
2
·

complete

Unable to delete a Contact
Once a contact has been added to TidyFlow, there is no option to remove them.
2
·

complete

Client Requests/Tasks
3
·

complete

Update Client Information Page
Please revise the Information page of the client to include the following fields: * Income Tax Number * VAT Number (if applicable) * PAYE Number (if applicable) * Compensation Fund Number (if applicable) * Postal Address I plan to integrate these details into the client's profile on TidyFlow, to simplify communication with SARS, Compensation Fund, and other relevant entities.
2
·

complete

Add audit trial to Documents
User + Date and time when uploaded User + Date and time when viewed User + Date and time when downloaded User + Date and time when renamed included previous and new name
2
·

complete

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