Elements Ideas

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.

Standard accounting policies such as turnover and depreciation do not always apply and often contain information that is not relevant. it would be very helpful to be able to replace standard policies. This is a feature in PTP accounts production.

We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...

We would like to be able to perform AML checks on the Power of Attorneys for clients. There isn't currently a suitable relationship category for them

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases

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)

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.

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.

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements

Within Senta there is a Practice Inbox option where you can see all emails in specific inboxes. This is a great feature and it would be very beneficial if added into Elements to complement the email function already there