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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 8 months ago in Accounts 0 Awaiting Prioritization

List the beneficiaries and trustees of a trust on the AML tab

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.
Guest over 1 year ago in AML 2 In Discovery

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins 8 months ago in  0 In Discovery

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

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

Updating custom fields using import template

The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
Joe Dixon 8 months ago in Creating Clients 1 In Discovery

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 over 1 year ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall about 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 almost 2 years 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 almost 2 years ago in Accounts 0 Planned