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Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 4 months ago in Client Management 3 Planned

Not have to replicate contact info for existing clients

When setting up a client, when adding in the contact details you have to add in the same details again.
Lucy Clover over 1 year ago in Creating Clients 1 Duplicate

Accounts Dashboard Status

For both Tax Returns and Corporation Tax Returns it has the useful feature in a pie chart format, this shows open, draft and submitted returns. This would be an incredibly useful feature to have for Accounts to see in the same format, Draft, Final...
Christina Gouveia 4 months ago in Accounts 0 Awaiting Prioritization

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins 5 months ago in  0 In Discovery

Mark client as Active or Inactive

The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz 9 months ago in Client Management 4 Awaiting Prioritization

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 5 months ago in Accounts / Practice Management / Tax 1 In Discovery

Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen 9 months ago in Proposal Manager 1 In Discovery

URL link for client visible in client list

Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
Guest 9 months ago in Client Management 1 Already exists

Ability to export Trial balance in Accounts production professional

It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.
Grant Middleton almost 2 years ago in Accounts Production Essentials 2 Planned

AML Document Expiration Notification

When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
Jade Wenden over 1 year ago in AML 0 Planned