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Elements Ideas

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Upload PDFs for Policies

Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley over 1 year ago in AML 1 Awaiting Prioritization

Automated proposal follow up

I would like to choose if / how / when my proposals are automatically chased for a response.
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

Confirm if company is active

In past some companies remain dormant and therefore end up submitting dormant accounts which is correct. When circumstances change and these companies become active there is no reminder to remove the dormant accounts status. This would be helpful ...
abbas gulamali 11 months ago in Accounts 0 Awaiting Prioritization

Firmwide risk assessments

It would be useful is we could automate the numbers in the firmwide risk assessment, so it populates the number of clients, from the client list.
Guest 11 months ago in  0 Awaiting Prioritization

I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes almost 2 years ago in Proposal Manager 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

Flysheet on Income and Expenditure Account

When producing the final Income and Expenditure Accounts for Sole Traders add a flysheet to the first page to add a more professional output.
Chris Todd about 1 year ago in Accounts 0 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