Be able to download time stamped accepted proposal and engagement letter
For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
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
8
Awaiting Prioritization
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
2 months ago
in Accounts
0
Awaiting Prioritization
Being able to create new/edit disclosures in the accounts. For example, being able to have detailed debtors and creditors note. Share capital note. Off-balance sheet events note etc. The current disclosure options don't allow for this.
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
over 1 year ago
in Accounts / Other / Tax
15
Awaiting Prioritization
A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones
4 months ago
in AML
3
Awaiting Prioritization
0
Awaiting Prioritization
15
Awaiting Prioritization
3
Awaiting Prioritization
