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Elements Ideas

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Preparation of Foreign Company Account and Tax return

This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
Kazeem Salaam 6 months ago in Accounts Production Enterprise / 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 about 2 years ago in Practice Management 0 In Discovery

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove 7 months ago in Practice Management 3 Awaiting Prioritization

Tasks for 'Teams' to show in all team members personal task list

This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Rosie Haselgrove 7 months ago in Practice Management 0 In Discovery

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

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

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 over 2 years ago in Client Management 2 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 over 2 years ago in Practice Management 0 Awaiting Prioritization

Export Job List

Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
Ryan Munt about 1 year ago in Practice Management 2 Already exists