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Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 10 days ago in Proposal Manager 2 Planned

Updating custom fields using import template

The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
Joe Dixon 8 days ago in Creating Clients 1 In Discovery

Accounts Submission Status

For the company tax returns, there is a column that indicates the status of submission to HMRC. Having the same for account submission to the company house would be helpful to show if the company house accepts the account.
Aziz about 1 month ago in Accounts 0 Awaiting Prioritization

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 14 days ago in Client Management 0 In Discovery

Search client by Submission Status

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.
Owen Sheehan 4 months ago in Client Management / Tax 0 In Discovery

Preview of company accounts too small

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 about 1 year ago in Accounts 8 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.
Guest 6 months ago in Accounts / Practice Management / Tax 0 In Discovery

Accounts in the dashboard

You can see a nice pie chart of tax returns and completion status, why would you not also have this for accounts status?
Wayne Glenton over 1 year ago in Accounts Production Professional 5 Awaiting Prioritization

Ability to run DRAFT accounts

For sending draft accounts to clients for review prior to being finalised in accounts production in Elements.
Graeme Tough 9 months ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

Export clients to excel

To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
tom rogers 4 months ago in Client Management / Practice Management / Tax 2 In Discovery