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Proposal need to editable

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.
David Brown 7 months ago in Proposal Manager 2 Planned

When proposals approved by client message needs to be sent to accountant

When a proposal is approved by the client, the client gets an email telling them their proposal is live but the accountant doesnt even know they have approved. Accountant needs an email too.
David Brown 7 months ago in Proposal Manager 1 Planned

Improve work queue navigation

Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
Andy Shepherd about 1 year ago in Practice Management 0 In Discovery

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization

Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton over 1 year ago in Practice Management 1 Awaiting Prioritization

Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior 7 months ago in AML 1 In Discovery

Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein 7 months ago in Practice Management 1 Awaiting Prioritization

Upload PDFs for Policies

Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley about 1 year ago in AML 1 Awaiting Prioritization

Notify of Expiry ID Data

To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Caroline Gudgeon almost 2 years ago in AML 4 Planned

Pie chart of accounts jobs

It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
Paul Whitehill almost 2 years ago in Accounts Production Essentials 1 Planned