Practice Management

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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 almost 2 years ago in Practice Management 0 Awaiting Prioritization

1 VOTE

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...

Guest 6 months ago in Practice Management 2 In Discovery

3 VOTE

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

2 VOTE

Email signature personalisation

It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.

Kelly Scutt 12 months ago in Practice Management 0 In Discovery

3 VOTE

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

1 VOTE

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 6 months ago in Practice Management 1 Awaiting Prioritization

2 VOTE

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 about 1 year ago in Practice Management 1 Awaiting Prioritization

3 VOTE

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.

james cannaford over 1 year ago in Practice Management 1 Awaiting Prioritization

2 VOTE

Improve work queue navigation

Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.

Andy Shepherd about 1 year ago in Practice Management 0 In Discovery

1 VOTE

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 7 months ago in Practice Management 1 Awaiting Prioritization

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