Practice roles for people who do not have a license
We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
The ability to export closing trial balance as a pdf with full company details, year end, etc. This is already available as a csv and excel. However a pdf is equally important.
Amit Doshi
29 days ago
in Accounts
0
Awaiting Prioritization
The window displaying the company accounts only uses part of the browser window and so only displays about half of each page if you zoom out to display the full page then it's too small to read.
Daniel Grenham
over 1 year ago
in Accounts
10
Awaiting Prioritization
Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa
As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.
0
0
In Discovery
