My Portfolio
You are able to create custom fields on Inform Direct, these can be used to store, display and report information personalised to your account. Custom...
Wed, 30 Oct, 2024 at 9:38 AM
The custom fields on your companies can be easily edited or removed if required. If you have not yet added custom fields but would like to, please see How...
Wed, 30 Oct, 2024 at 9:37 AM
You are able to personalise your portfolio screen to show the information most relevant to you. The short video below will give you some useful examples ...
Wed, 30 Oct, 2024 at 9:36 AM
You can tailor the time frame for when the filing due dates colour coding changes on your portfolio screen. There are default settings on your account to...
Wed, 30 Oct, 2024 at 9:36 AM
Dates for a range of events can be stored on Inform Direct, the software can then show these dates on company dashboard and your portfolio screen. The so...
Wed, 30 Oct, 2024 at 9:35 AM
The Company Administration area allows you to store a range of information such as their VAT or PAYE numbers. 1. To add information to the Company Adm...
Wed, 30 Oct, 2024 at 9:33 AM
During your session it can be useful to amend the layout of your portfolio, this can be to search for key information or to move the column order. The def...
Wed, 30 Oct, 2024 at 9:33 AM
The due dates for Confirmation statements and Accounts are shown in your default portfolio settings. Some may also wish to have the CT600 due date too. Pl...
Wed, 30 Oct, 2024 at 9:32 AM
Where a process has been saved pending approval this will be highlighted on your Portfolio Screen for you to review when necessary. The Portfolio Screen,...
Tue, 17 May, 2022 at 1:47 PM