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Elements Ideas

Showing 254 of 254

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 almost 2 years ago in Other 1 Awaiting Prioritization

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover almost 2 years ago in Practice Management 3 In Discovery

high risk countries

Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Shoaib Arshad 7 months ago in AML 0 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

Download Accounts reports in CSV format and/or have an analysis report

It would be useful if the detailed profit and loss and balance sheet (the "working papers" report in micro accounts) could be downloaded in csv format (or other spreadsheet format). This would facilitate further interrogation and presentation of t...
Timothy Burton 7 months ago in Accounts 0 Awaiting Prioritization

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

to be able to add sub heading in trial balance

No description provided
Guest 7 months ago in  0 Awaiting Prioritization

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 almost 2 years ago in Practice Management 0 In Discovery

Ability to prepare audited accounts

Please make this available ASAP.
Guest over 2 years ago in Accounts Production Essentials 1 Awaiting Prioritization

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 8 months ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization