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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 about 1 year 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

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

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

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 almost 2 years 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 8 months ago in Practice Management 1 Awaiting Prioritization

Activate time recording facility

This was available in Sentra and helps produce accurate cost analysis for client jobs.
Grant Middleton almost 2 years ago in Practice Management 1 Planned

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 about 2 years ago in Practice Management 1 Awaiting Prioritization

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
Aziz 9 months ago in Practice Management 5 Already exists

Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen almost 3 years ago in Practice Management / Proposal Manager 0 Planned