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Practice Management

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Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover 9 months ago in Practice Management 3 Awaiting Prioritization

Xero sales ledger does not sync with client list in elements

When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements. You should be able to 'match' the client in xero with the one in elements. see how other p...
Louis Evangelou about 2 months ago in Practice Management 1 Awaiting Prioritization

Easy to get to a different client from another client

Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson about 1 year ago in Practice Management 6 Awaiting Prioritization

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath over 1 year ago in Practice Management 0 Awaiting Prioritization

Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein 2 months ago in Practice Management 1 Awaiting Prioritization

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton over 1 year ago in Practice Management 1 Awaiting Prioritization

Client Form - Link - Auto Generate Client Data In Elements

It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter over 1 year ago in Practice Management 2 Awaiting Prioritization

Ability to delete 'Lookups'

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.
Danny McGrath over 1 year ago in Practice Management 0 Awaiting Prioritization

The ability to go back to the job list when already in a job.

If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Ryan Munt 9 months ago in Practice Management 1 Awaiting Prioritization

Access to jobs from the work tab when in a client.

To pull up jobs outstanding I use the 'work' tab along the top and then click 'all jobs;. This is only available if I am not in a client. If I am in a client and click 'work' then all it shows me is 'your tasks'. 99% of the time I am using element...
Ryan Munt 9 months ago in Practice Management 1 Awaiting Prioritization