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Elements Ideas

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Institute of Accountants & Bookkeepers (IAB) Wording on the Accountants Report within Elements Accounts Production

Please could we include wording for IAB on acocuntants report.
Steve Murray over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Client take on data entered gets copied to Information tab

When 'filling in a form' for VAT, PAYE, etc this data should be added to the clients Information tab.
Guest almost 2 years ago in Practice Management 0 In Discovery

Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount

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.
Chris Morris over 2 years ago in Practice Management 1 Awaiting Prioritization

Store user information such as DOB

An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright over 1 year ago in Other 1 Awaiting Prioritization

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover over 1 year ago in Practice Management 3 In Discovery

Back up data prior to deleting client

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.
Guest 12 months ago in Client Management / Tax 0

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey about 2 years ago in Client Management 2 In Discovery

Control over client activation email

Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Guest over 1 year ago in Practice Management 0 In Discovery

Practice Logo in emails sent to client

Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
Aziz about 2 years ago in Practice Management 0 Awaiting Prioritization

Ability to Google search an individual or business

In an AML context, it would be good to be able to quickly perform a Google-style search against a client. e.g. Danny McGrath is a director of ABC Widgets Ltd. Can we quickly do a search for "Danny McGrath ABC Widgets Ltd OR Limited" to see if ther...
Danny McGrath over 1 year ago in AML 1 Awaiting Prioritization