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
Duplication of Information in Information and Contact Tabs
It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.
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
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
One click ability to email every client avoiding duplications due to multiple entities
Example - mailshot to all clients for newsletter without emailing all directors of the company and annoying them. Use this at the same time as other filters.
1
Awaiting Prioritization
1
Awaiting Prioritization
