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.
Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin
about 2 years ago
in Practice Management
1
Awaiting Prioritization
Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
Taxfiler gave the option to create a back up of the client and data prior to deletion. Clients sometimes return and it gives a useful back up to restore if this happens or if there are later queries such as an HMRC enquiry.
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.
One click ability to email every client avoiding duplications due to multiple entities
When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
0
In Discovery
1
Planned
