Submit Idea
SUBMIT IDEA

Practice Management

Showing 31

Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount

Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.
Chris Morris over 2 years ago in Practice Management 1 Awaiting Prioritization

Practice Logo in emails sent to client

Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
Aziz about 2 years ago in Practice Management 0 Awaiting Prioritization

Reminders for signatures on Document portal

Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston over 1 year ago in Practice Management 0 Awaiting Prioritization

Add P11d as a service

Need to have P11d as a service so this will create a job with deadlines etc.
Chloe Burkin over 1 year ago in Practice Management 1 Awaiting Prioritization

Zapier integration

Zapier integration would help massively, particularly as we use different apps for different business purposes.
Adam Owens over 2 years ago in Practice Management 1 Awaiting Prioritization

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.
james cannaford almost 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton almost 2 years 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 over 1 year ago in Practice Management 1 Awaiting Prioritization

Invoicing and revenue summary

You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith about 2 years ago in Practice Management 1 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 8 months ago in Practice Management 1 Awaiting Prioritization