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Default SHOW Clients - Edit default

The default display view for clients is 15. Can the Default be editable and set by by the user please.
Andrew Pearson over 1 year ago in Accounts Production Essentials 2 Awaiting Prioritization

Supervisory Body Update

Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...
Harish Balaji about 1 year ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Client-specific jobs

Be handy to be able to customise jobs specifically for specific clients.
Adam Owens over 2 years ago in Practice Management 1 Already exists

high risk countries

Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Shoaib Arshad 4 months ago in AML 0 In Discovery

Engagement letter reminder

Set date reminder on Elements AML when letters of engagement need to resent/renewed to client
Guest 4 months ago in AML 3 In Discovery

Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall almost 2 years ago in Practice Management 5 In Discovery

CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest over 1 year ago in Accounts 3 Planned

Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest over 1 year ago in Accounts 0 Planned

Sage cloud

Can we add a mapping to import Trial Balances into Accounts Production.
Guest over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Option to not show proprietor address on accounts

My client base is mostly micro businesses and their business address is their home address. For presentation purposes, the business information page on the accounts therefore looks a bit silly as I am showing the same address twice. An option to n...
Craig Thornton over 1 year ago in Accounts 2 Awaiting Prioritization