The first of our big achievements of the month was our notes feature. This was developed in response to client feedback, and the users that asked for this had a range of reasons to use it. These included:
Of course, there will be as many use cases for this feature as we have subscribers!
It’s super simple to use – in each question, you now have a notes icon. Clicking this opens the notes panel, allowing you to read notes added by colleagues or collaborators, add new notes and delete or edit your previous notes. The notes are timestamped, so you know who left them and when.
Another feature developed in response to client feedback, the renewals dashboard makes it easier for you to identify which client claims are available to work on and is designed as a prompt for you to either re-engage the client, or just get started on the next claim!
The dashboard simply lists all clients where you have finished and paid for a claim but haven’t added a claim for the next claim year. To make the process of starting the next claim even easier, you’ve also got the ability to start the next claim for a client directly from the dashboard!
Our partnership with Adsum ended this month, so we’ve removed the link from the download page of the app. If you’re still interested in exploring R&D-based loans for your client, please let us know and we can pass your details along.
When the changes to the EA were brought in in 2020 HMRC issued no guidance as to how to treat this de minimis funding, so we made the decision to route this small amount through RDEC. Recently, HMRC have clarified that they would prefer EA allowance to be completely excluded from R&D claims, so we’ve updated the app to reflect this.
A couple of small bug fixes this month:
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