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Practice Management

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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

Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes over 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 12 months ago in Practice Management 1 Awaiting Prioritization

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 about 1 year ago in Practice Management 1 Awaiting Prioritization

Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz about 2 years ago in Practice Management 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali about 2 years ago in Practice Management 0 Awaiting Prioritization

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest over 2 years ago in Practice Management 0 Awaiting Prioritization

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz over 2 years ago in Practice Management 1 Awaiting Prioritization

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all o...
Tara Hotston over 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to set specific practice contacts e.g. Operations Director so that these can be used within individual clients without having to set them for each client individually

Since I am using Elements (and Senta before it) to manage specific practice workflows, this is vital since we can alter peoples roles within the business and then just change which user the custom field relates to (rather then for each individual ...
Guest over 2 years ago in Practice Management 1 Awaiting Prioritization