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Elements Ideas

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Update KYC and risk assessment

At the moment to update a KYC and risk assessment you have to rewrite it all - need to be able to update the original - save each version.
Guest almost 2 years ago in AML 0 Awaiting Prioritization

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz almost 2 years ago in Practice Management 1 Awaiting Prioritization

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all o...
Tara Hotston almost 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to set specific practice contacts e.g. Operations Director so that these can be used within individual clients without having to set them for each client individually

Since I am using Elements (and Senta before it) to manage specific practice workflows, this is vital since we can alter peoples roles within the business and then just change which user the custom field relates to (rather then for each individual ...
Guest about 2 years ago in Practice Management 1 Awaiting Prioritization

VAT amount payable

When we send an from a template confirming the VAT amount due and the quarter it relates to, it would be useful if you could populate these details in the job/task so it feeds through as a placeholder.
Claire Agasee about 1 year ago in Practice Management 1 Awaiting Prioritization

Upload Tax Return into Documents

Rather than having to download a PDF and then upload into the Documents section to email to the client, it would useful to allow them to be stored there by the click of a button.
Claire Agasee about 1 year ago in Practice Management 1 Awaiting Prioritization

The ability to run a comparative personal tax computation.

The ability to run a comparative personal tax computation.
Adam Owens about 2 years ago in Tax 1 Awaiting Prioritization

Hourly basis proposal manager options

We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones about 1 year ago in Proposal Manager 1 Awaiting Prioritization

Ongoing monitoring of clients to check as an example all individuals and flag any PEPs or clients on Sanctions

A lot of Professional bodies are asking Accountants to PEP check all of their individuals
Guest over 2 years ago in AML 0 Awaiting Prioritization

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green over 1 year ago in Proposal Manager 1 Awaiting Prioritization