Mobile App - displaying what the client owes

CPA Planning Design's Avatar

CPA Planning Design

25 Nov, 2013 04:11 PM

It would be wonderful if I could be with a client and they ask what they currently owe, and for me to see it on the mobile app.

I appreciate this would be a massive hassle, so it's fairly low down my wish list - CB is great on the computer!



  1. 1 Posted by CPA Planning De... on 25 Nov, 2013 04:12 PM

    CPA Planning Design's Avatar

    Must admit - this is a question only appropriate for those that don't let the client log into cashboard, but some clients are massively old or computer literate!

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