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  1. We have blocked the ability to put in the gross monthly amount and the system works out the calculated the annual gross Salary.
    Most of the time we get single payslips, so having to combine all the amounts to see the annual salary is more work than doing one payslip and seeing they make 5000 Gross , so the system works out its annual salary amount from this is 60000.

    1 vote

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    completed  ·  0 comments  ·  Income  ·  Admin →
  2. Having to add in all the deductions is brutal, especially if the client has variable income and we need to take a 3 month average. It leads to a mind-numbing number of manual calculations. Or if the client has lots of different deductions (Police pay slips etc) it is horrendous! If the net income box was amendable then those that want to add the deductions still can, and those that dont want to can just input the net income.

    20 votes

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    completed  ·  5 comments  ·  Income  ·  Admin →
  3. System allows you to enter Gross income annually and monthly, then takes the monthly gross figure down and enters that in the net monthly section. That is clearly wrong and you can't edit that section

    16 votes

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    1 comment  ·  Income  ·  Admin →
  4. For self-employed applicants, the accountant's section is not detailed enough. Most lenders will require the firm's address, but there is no option to enter this currently in the fact find

    41 votes

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    5 comments  ·  Income  ·  Admin →

    Thank you for your feedback on Smartr365.


    We have incorporated this feedback into our Fact Find and added in the accountant address for the self employed fact find forms. 


    Keep an eye on the release notes for more information!


    Thanks,

    Thora

    Head of Product @Smartr365

  5. 7 votes

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    1 comment  ·  Income  ·  Admin →

    Thanks for your feedback,

    We have added this to our Fact Find.

    Thanks,
    Thora
    Product Manager @ Smartr 365

  6. Self-employed - add profit after taxation.

    9 votes

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    0 comments  ·  Income  ·  Admin →

    This work has been completed and is available on the Fact Find.

    Thanks for your feedback,
    Thora, Product Manager @Smartr365

  7. Extra box for self employed - sole trader confirming the tax year.

    4 votes

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    0 comments  ·  Income  ·  Admin →

    Thanks for your feedback,

    You will see the Tax year as a selection/dropdown in an upcoming release.

    Thanks,
    Thora
    Product Ownr

  8. Add Trading name under Sole Trader and define Year 1,2 & 3 with actual year, ie. 2019, 2018, 2017 and allow these to be changed (a drop down tab with years perhaps). Thank you.

    4 votes

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    completed  ·  0 comments  ·  Income  ·  Admin →
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