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PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Guest almost 2 years ago in Practice Management 1 Planned

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton over 2 years ago in Other 4 Awaiting Prioritization

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 8 months ago in Client Management 1 Planned

Customise client 'Information' screen

It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
Danny McGrath about 2 years ago in Client Management 0

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob over 1 year ago in Tax 0 In Discovery

AML reminders (Engagement letter reminder)

Set date reminder on Elements AML when letters of engagement need to resent/renewed to client
Guest 6 months ago in AML 5 In Discovery

Increase functionality of Company Secretarial

Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
Ryan Munt over 1 year ago in Company Secretarial 3 Planned

Foreign currency presentation

We are trying to prepare an accounts which is in Euro. Elements currently does not allow to use any other currency apart from £. It would be good if we can change the presentation currency in the face of the accounts.
Guest about 1 year ago in Accounts 3 Awaiting Prioritization

Option to delete clients in Elements

No description provided
Guest 3 months ago in  1 Already exists

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 about 2 years ago in Practice Management 0 Awaiting Prioritization