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SUBMIT IDEA

Other

Showing 6

Add a setting to change time before being automatically logged out

The time before being logged out feels quite short as sometimes I'll be on a page and filling in lots of information and take a phone call or get side-tracked. When I come back to Elements and click save, I'm logged out and the data entered is los...
Matthew Ansermoz about 1 year ago in Accounts / Other / Tax 10 Awaiting Prioritization

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton over 1 year ago in Other 4 Awaiting Prioritization

Client dashboard needs to be edited in same way home screen can so you can see what you feel is important

I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston over 1 year ago in Other 2 Awaiting Prioritization

Store user information such as DOB

An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright 10 months ago in Other 1 Awaiting Prioritization

Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson 4 months ago in Accounts Production Essentials / Accounts Production Professional / Other 0 Awaiting Prioritization

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover 10 months ago in Other 3 Awaiting Prioritization