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Accounts

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Individual and Sole Trader are the same entity and do not require duplicate records

Big frustration for me. A sole trader business is the individual, they do not need to be created as 2 separate clients. Apart from using up 2 clients for those who have a limited number on their subscription, its duplicating the same info and need...
Tara Hotston almost 2 years ago in Accounts / Client Management / Tax 13 Released

Restrict access to certain clients

For various reasons, with would be useful if certain users cannot see certain clients' accounts/returns.
Guest over 1 year ago in Accounts 8 Released

Ability to purchase add on for signature request

Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Jenny Edwards 11 months ago in Accounts / Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional / Practice Management / Tax 1 Released

Accounts on dashboard

This is for elements. I would like to see on dashboard the accounts that I am working on. It is incredibly frustrating that I have to go to clients, find the client then see the draft accounts. I maybe working on several accounts at the same time ...
Guest over 1 year ago in Accounts 0 Released