Roadmap & Feedback
Let us know how we can improve. Vote on existing ideas or suggest new ones. You can also stay updated on the progress of features that are already in production or planned for an upcoming release.
- Road map
- Most voted
- Newest
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Complete
Deleting share certificate where i made a mistake #1
Adding an external user #2
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Upcoming
Legacy share transactions #1
Bulk-assign organisations to a user #2
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Pending
Employee onboarding checklist #1
Company Name Change #2
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Deleting share certificate where i made a mistake # 1
I need to be able to delete a Share Certificate, if I made a mistake (as they happen quite often when you use a new software) - it is very frustrating when you rely on someone to delete a mistake. As Shareholding documents can be urgent. I need to be able to delete/edit the share certificates & edit/delete the share class if need be.
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Adding an external user # 2
It would be great if I could add an external user to the platform. My client uses a business coach and would like to give him view-only access to the system.
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Legacy share transactions # 3
We have many clients with lots of legacy shareholding transactions that would need to be contained in their share register. It would be nice if there is a bulk “upload” of all the legacy shareholding so that Intersect can produce a truly “complete” share register without our staff having to add each certificate individually.
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Employee onboarding checklist # 4
It would be really nice if the system could provide a sort of an “onboarding checklist” when an organisation is adding a new employee to the platform. That way we know our clients are populating all the info we need to run their payroll each month. Also, it could ensure that we help our clients keep much more compliant digital employee files.
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Bulk-assign organisations to a user # 5
Please can we also prioritize the ‘’User’’ Functionality in Intersect. 🙂 I too, have been a victim of adding my users (accountants) to each company ‘’manually’’ - We need to be able to add a User and Bulk Assign or Un-Assign them to clients. This is a deal breaker for me, especially if i have 100 clients as an example! Personally anything over 25 gets excessive to do especially if I have a big team of colleagues
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Company Name Change # 6
It would be great if we could perform a “change of company name” submission directly on the platform also!
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Company Name Change # 6
It would be great if we could perform a “change of company name” submission directly on the platform also!
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Bulk-assign organisations to a user # 5
Please can we also prioritize the ‘’User’’ Functionality in Intersect. 🙂 I too, have been a victim of adding my users (accountants) to each company ‘’manually’’ - We need to be able to add a User and Bulk Assign or Un-Assign them to clients. This is a deal breaker for me, especially if i have 100 clients as an example! Personally anything over 25 gets excessive to do especially if I have a big team of colleagues
-
Employee onboarding checklist # 4
It would be really nice if the system could provide a sort of an “onboarding checklist” when an organisation is adding a new employee to the platform. That way we know our clients are populating all the info we need to run their payroll each month. Also, it could ensure that we help our clients keep much more compliant digital employee files.
-
Legacy share transactions # 3
We have many clients with lots of legacy shareholding transactions that would need to be contained in their share register. It would be nice if there is a bulk “upload” of all the legacy shareholding so that Intersect can produce a truly “complete” share register without our staff having to add each certificate individually.
-
Adding an external user # 2
It would be great if I could add an external user to the platform. My client uses a business coach and would like to give him view-only access to the system.
-
Deleting share certificate where i made a mistake # 1
I need to be able to delete a Share Certificate, if I made a mistake (as they happen quite often when you use a new software) - it is very frustrating when you rely on someone to delete a mistake. As Shareholding documents can be urgent. I need to be able to delete/edit the share certificates & edit/delete the share class if need be.