Elements Ideas

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.

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

Can you add a way to filter by AML ie. risk levels, missing risk assessment etc.

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.

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.

Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.

If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...

It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.

When 'filling in a form' for VAT, PAYE, etc this data should be added to the clients Information tab.